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
1426
$235 ﹤0.01%
8
-7
1427
$235 ﹤0.01%
13
-45
1428
$234 ﹤0.01%
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1429
$232 ﹤0.01%
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-10
1430
$232 ﹤0.01%
3
1431
$230 ﹤0.01%
4
-3
1432
$227 ﹤0.01%
2
-2
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$227 ﹤0.01%
7
1434
$225 ﹤0.01%
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-4
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$225 ﹤0.01%
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$223 ﹤0.01%
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$218 ﹤0.01%
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1438
$217 ﹤0.01%
1
-3
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$215 ﹤0.01%
3
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$213 ﹤0.01%
14
1441
$213 ﹤0.01%
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$212 ﹤0.01%
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33
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1444
$208 ﹤0.01%
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1445
$208 ﹤0.01%
+3
1446
$208 ﹤0.01%
6
-2
1447
$205 ﹤0.01%
3
1448
$202 ﹤0.01%
8
-18
1449
$200 ﹤0.01%
6
1450
$198 ﹤0.01%
2
56 57
58
59 60