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
1201
$573 ﹤0.01%
8
1202
$572 ﹤0.01%
7
-1
1203
$570 ﹤0.01%
5
1204
$569 ﹤0.01%
10
1205
$569 ﹤0.01%
6
+2
1206
$568 ﹤0.01%
102
-19
1207
$563 ﹤0.01%
3
+1
1208
$562 ﹤0.01%
7
1209
$559 ﹤0.01%
33
1210
$558 ﹤0.01%
5
1211
$553 ﹤0.01%
3
1212
$552 ﹤0.01%
4
+1
1213
$551 ﹤0.01%
14
-2
1214
$551 ﹤0.01%
11
1215
$549 ﹤0.01%
4
+1
1216
$549 ﹤0.01%
+28
1217
$548 ﹤0.01%
16
1218
$546 ﹤0.01%
8
-3
1219
$545 ﹤0.01%
19
1220
$545 ﹤0.01%
18
+6
1221
$543 ﹤0.01%
112
+3
1222
$541 ﹤0.01%
12
1223
$537 ﹤0.01%
8
+2
1224
$532 ﹤0.01%
52
1225
$532 ﹤0.01%
11
47 48
49
50 51