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
1326
$381 ﹤0.01%
34
1327
$379 ﹤0.01%
+6
1328
$378 ﹤0.01%
3
1329
$378 ﹤0.01%
31
-2
1330
$376 ﹤0.01%
8
1331
$374 ﹤0.01%
200
1332
$370 ﹤0.01%
14
1333
$369 ﹤0.01%
17
1334
$363 ﹤0.01%
+21
1335
$361 ﹤0.01%
22
-7
1336
$361 ﹤0.01%
10
+3
1337
$361 ﹤0.01%
16
-17
1338
$360 ﹤0.01%
5
1339
$359 ﹤0.01%
21
-13
1340
$357 ﹤0.01%
2
1341
$355 ﹤0.01%
3
1342
$353 ﹤0.01%
60
-90
1343
$352 ﹤0.01%
9
-12
1344
$352 ﹤0.01%
13
1345
$352 ﹤0.01%
6
1346
$351 ﹤0.01%
7
1347
$347 ﹤0.01%
4
1348
$347 ﹤0.01%
28
+4
1349
$344 ﹤0.01%
12
-22
1350
$344 ﹤0.01%
18
52 53
54
55 56