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
1276
$461 ﹤0.01%
25
1277
$460 ﹤0.01%
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1278
$460 ﹤0.01%
5
-13
1279
$459 ﹤0.01%
10
+2
1280
$457 ﹤0.01%
10
-4
1281
$456 ﹤0.01%
+6
1282
$451 ﹤0.01%
4
+2
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$450 ﹤0.01%
4
-8
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$449 ﹤0.01%
13
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$447 ﹤0.01%
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-2
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$447 ﹤0.01%
+5
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$447 ﹤0.01%
7
+2
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$445 ﹤0.01%
11
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$445 ﹤0.01%
7
1290
$442 ﹤0.01%
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-5
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$441 ﹤0.01%
3
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$440 ﹤0.01%
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$440 ﹤0.01%
35
+11
1294
$439 ﹤0.01%
30
-2
1295
$434 ﹤0.01%
11
1296
$433 ﹤0.01%
7
1297
$430 ﹤0.01%
4
-2
1298
$430 ﹤0.01%
9
1299
$430 ﹤0.01%
6
-3
1300
$428 ﹤0.01%
10
50 51
52
53 54