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
1301
$428 ﹤0.01%
27
-10
1302
$427 ﹤0.01%
5
1303
$426 ﹤0.01%
300
1304
$425 ﹤0.01%
17
+2
1305
$425 ﹤0.01%
2
-3
1306
$420 ﹤0.01%
5
1307
$418 ﹤0.01%
9
1308
$418 ﹤0.01%
12
-4
1309
$416 ﹤0.01%
10
-2
1310
$415 ﹤0.01%
8
+3
1311
$413 ﹤0.01%
9
1312
$412 ﹤0.01%
24
+14
1313
$409 ﹤0.01%
6
1314
$409 ﹤0.01%
7
1315
$408 ﹤0.01%
12
1316
$401 ﹤0.01%
83
+8
1317
$401 ﹤0.01%
5
+1
1318
$398 ﹤0.01%
+15
1319
$397 ﹤0.01%
22
1320
$396 ﹤0.01%
3
1321
$391 ﹤0.01%
10
1322
$391 ﹤0.01%
+11
1323
$388 ﹤0.01%
8
1324
$384 ﹤0.01%
32
+31
1325
$382 ﹤0.01%
3
51 52
53
54 55