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
1226
$531 ﹤0.01%
30
1227
$530 ﹤0.01%
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-2
1228
$529 ﹤0.01%
100
1229
$528 ﹤0.01%
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1230
$528 ﹤0.01%
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$525 ﹤0.01%
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+1
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$525 ﹤0.01%
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-4
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$522 ﹤0.01%
3
1234
$521 ﹤0.01%
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$521 ﹤0.01%
+9
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$518 ﹤0.01%
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$518 ﹤0.01%
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$518 ﹤0.01%
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$514 ﹤0.01%
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$512 ﹤0.01%
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$510 ﹤0.01%
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$510 ﹤0.01%
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$509 ﹤0.01%
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+1
1246
$506 ﹤0.01%
13
+3
1247
$502 ﹤0.01%
36
1248
$502 ﹤0.01%
8
+2
1249
$501 ﹤0.01%
7
+2
1250
$501 ﹤0.01%
11
-1
48 49
50
51 52