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
101
$173K 0.03%
467
102
$170K 0.03%
1,219
-354
103
$167K 0.03%
436
104
$163K 0.03%
1,600
-470
105
$158K 0.03%
438
106
$158K 0.03%
2,701
+630
107
$151K 0.03%
5,945
+503
108
$150K 0.03%
2,957
+830
109
$148K 0.03%
2,331
+39
110
$148K 0.03%
1,257
+387
111
$146K 0.02%
1,658
-2
112
$145K 0.02%
2,280
113
$145K 0.02%
+3,680
114
$143K 0.02%
936
-110
115
$143K 0.02%
459
-108
116
$139K 0.02%
674
+19
117
$138K 0.02%
263
118
$138K 0.02%
1,600
119
$137K 0.02%
795
+1
120
$130K 0.02%
6,983
121
$128K 0.02%
985
+17
122
$126K 0.02%
7,898
-10
123
$123K 0.02%
3,127
+66
124
$121K 0.02%
397
125
$121K 0.02%
1,157
-150
3 4
5
6 7