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
1351
$343 ﹤0.01%
15
-5
1352
$340 ﹤0.01%
7
-1
1353
$340 ﹤0.01%
12
1354
$340 ﹤0.01%
6
1355
$334 ﹤0.01%
10
+1
1356
$334 ﹤0.01%
29
+11
1357
$331 ﹤0.01%
9
-2
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$331 ﹤0.01%
2
-1
1359
$330 ﹤0.01%
13
1360
$328 ﹤0.01%
3
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$327 ﹤0.01%
300
1362
$326 ﹤0.01%
4
1363
$325 ﹤0.01%
4
-2
1364
$325 ﹤0.01%
23
1365
$322 ﹤0.01%
6
-2
1366
$318 ﹤0.01%
11
-11
1367
$318 ﹤0.01%
19
-4
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$317 ﹤0.01%
8
+2
1369
$315 ﹤0.01%
21
-3
1370
$315 ﹤0.01%
2
-5
1371
$311 ﹤0.01%
5
-9
1372
$311 ﹤0.01%
12
+3
1373
$311 ﹤0.01%
10
+2
1374
$309 ﹤0.01%
4
-3
1375
$308 ﹤0.01%
11
-18
53 54
55
56 57