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
1126
$708 ﹤0.01%
5
+1
1127
$705 ﹤0.01%
9
+2
1128
$704 ﹤0.01%
3
1129
$702 ﹤0.01%
7
1130
$692 ﹤0.01%
10
-1
1131
$687 ﹤0.01%
7
-2
1132
$687 ﹤0.01%
+188
1133
$685 ﹤0.01%
28
1134
$683 ﹤0.01%
9
1135
$678 ﹤0.01%
+19
1136
$677 ﹤0.01%
8
+4
1137
$676 ﹤0.01%
+55
1138
$676 ﹤0.01%
4
+3
1139
$674 ﹤0.01%
18
+3
1140
$674 ﹤0.01%
2
1141
$672 ﹤0.01%
5
-1
1142
$670 ﹤0.01%
9
+2
1143
$669 ﹤0.01%
10
1144
$668 ﹤0.01%
7
1145
$667 ﹤0.01%
+14
1146
$663 ﹤0.01%
+1
1147
$663 ﹤0.01%
16
-4
1148
$660 ﹤0.01%
93
1149
$658 ﹤0.01%
7
1150
$658 ﹤0.01%
12
-2
44 45
46
47 48