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
1176
$612 ﹤0.01%
25
1177
$612 ﹤0.01%
12
-1
1178
$611 ﹤0.01%
5
+1
1179
$607 ﹤0.01%
10
+1
1180
$606 ﹤0.01%
4
1181
$604 ﹤0.01%
7
1182
$602 ﹤0.01%
13
+3
1183
$600 ﹤0.01%
48
-47
1184
$599 ﹤0.01%
20
-5
1185
$596 ﹤0.01%
19
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$596 ﹤0.01%
18
1187
$596 ﹤0.01%
3
1188
$594 ﹤0.01%
+50
1189
$593 ﹤0.01%
+205
1190
$592 ﹤0.01%
4
-10
1191
$590 ﹤0.01%
14
+3
1192
$590 ﹤0.01%
21
-4
1193
$588 ﹤0.01%
8
1194
$586 ﹤0.01%
6
1195
$585 ﹤0.01%
3
1196
$584 ﹤0.01%
2
-1
1197
$584 ﹤0.01%
3
+1
1198
$578 ﹤0.01%
63
1199
$574 ﹤0.01%
43
+39
1200
$574 ﹤0.01%
+21
46 47
48
49 50