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
1401
$276 ﹤0.01%
8
1402
$276 ﹤0.01%
8
1403
$274 ﹤0.01%
5
+4
1404
$265 ﹤0.01%
2
1405
$265 ﹤0.01%
5
+4
1406
$264 ﹤0.01%
11
-1
1407
$262 ﹤0.01%
20
1408
$262 ﹤0.01%
5
1409
$260 ﹤0.01%
6
1410
$260 ﹤0.01%
6
-2
1411
$258 ﹤0.01%
5
-2
1412
$256 ﹤0.01%
22
-18
1413
$256 ﹤0.01%
2
-3
1414
$255 ﹤0.01%
3
1415
$251 ﹤0.01%
+13
1416
$250 ﹤0.01%
42
-22
1417
$250 ﹤0.01%
100
1418
$245 ﹤0.01%
81
+67
1419
$244 ﹤0.01%
1
1420
$244 ﹤0.01%
39
-7
1421
$243 ﹤0.01%
+14
1422
$239 ﹤0.01%
2
+1
1423
$239 ﹤0.01%
10
-17
1424
$236 ﹤0.01%
9
+4
1425
$236 ﹤0.01%
27
-1,337
55 56
57
58 59