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
1251
$499 ﹤0.01%
8
1252
$496 ﹤0.01%
17
1253
$494 ﹤0.01%
47
-39
1254
$492 ﹤0.01%
33
+15
1255
$491 ﹤0.01%
11
-2
1256
$489 ﹤0.01%
20
+4
1257
$488 ﹤0.01%
2
1258
$487 ﹤0.01%
11
-5
1259
$483 ﹤0.01%
6
1260
$482 ﹤0.01%
25
+7
1261
$482 ﹤0.01%
13
+4
1262
$482 ﹤0.01%
9
+2
1263
$477 ﹤0.01%
+30
1264
$476 ﹤0.01%
10
1265
$473 ﹤0.01%
6
+1
1266
$473 ﹤0.01%
23
+4
1267
$470 ﹤0.01%
12
-79
1268
$470 ﹤0.01%
8
-7
1269
$468 ﹤0.01%
15
1270
$467 ﹤0.01%
8
+3
1271
$466 ﹤0.01%
44
+8
1272
$465 ﹤0.01%
5
1273
$464 ﹤0.01%
5
1274
$461 ﹤0.01%
11
+3
1275
$461 ﹤0.01%
14
-1
49 50
51
52 53