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
1151
$657 ﹤0.01%
17
-5
1152
$656 ﹤0.01%
3
-4
1153
$653 ﹤0.01%
29
1154
$648 ﹤0.01%
7
1155
$648 ﹤0.01%
4
+1
1156
$647 ﹤0.01%
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1157
$644 ﹤0.01%
2
1158
$643 ﹤0.01%
8
+2
1159
$641 ﹤0.01%
7
-3
1160
$634 ﹤0.01%
8
-2
1161
$633 ﹤0.01%
3
1162
$632 ﹤0.01%
4
+1
1163
$632 ﹤0.01%
7
-2
1164
$628 ﹤0.01%
34
+5
1165
$625 ﹤0.01%
+32
1166
$624 ﹤0.01%
43
1167
$624 ﹤0.01%
14
+4
1168
$622 ﹤0.01%
+2
1169
$621 ﹤0.01%
9
1170
$620 ﹤0.01%
16
+4
1171
$617 ﹤0.01%
12
1172
$616 ﹤0.01%
13
1173
$615 ﹤0.01%
16
+4
1174
$615 ﹤0.01%
7
1175
$612 ﹤0.01%
8
+2
45 46
47
48 49