SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,696
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.78M
3
+$2.98M
4
WSBC icon
WesBanco
WSBC
+$2.46M
5
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$2.29M

Top Sells

1
+$2.55M
2
+$1.96M
3
+$1.94M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$584K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$186K

Sector Composition

1 Technology 4.33%
2 Consumer Staples 3.8%
3 Healthcare 3.35%
4 Financials 2.61%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$758 ﹤0.01%
27
+2
1102
$757 ﹤0.01%
10
1103
$752 ﹤0.01%
+15
1104
$752 ﹤0.01%
43
1105
$751 ﹤0.01%
5
-1
1106
$750 ﹤0.01%
4
+1
1107
$749 ﹤0.01%
9
-1
1108
$747 ﹤0.01%
11
+1
1109
$747 ﹤0.01%
10
1110
$745 ﹤0.01%
+10
1111
$744 ﹤0.01%
+17
1112
$744 ﹤0.01%
5
1113
$741 ﹤0.01%
10
1114
$740 ﹤0.01%
7
1115
$732 ﹤0.01%
17
+1
1116
$730 ﹤0.01%
21
+7
1117
$729 ﹤0.01%
6
1118
$727 ﹤0.01%
14
+3
1119
$721 ﹤0.01%
32
1120
$718 ﹤0.01%
+32
1121
$718 ﹤0.01%
10
+2
1122
$717 ﹤0.01%
2
1123
$716 ﹤0.01%
35
+7
1124
$711 ﹤0.01%
+30
1125
$710 ﹤0.01%
11
43 44
45
46 47