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
1451
$197 ﹤0.01%
6
1452
$197 ﹤0.01%
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1453
$196 ﹤0.01%
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-3
1454
$195 ﹤0.01%
30
1455
$195 ﹤0.01%
4
1456
$189 ﹤0.01%
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-7
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$187 ﹤0.01%
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-1
1458
$187 ﹤0.01%
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+8
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$185 ﹤0.01%
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1460
$183 ﹤0.01%
3
-5
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-2
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+2
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$179 ﹤0.01%
9
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$178 ﹤0.01%
5
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$178 ﹤0.01%
25
1466
$176 ﹤0.01%
5
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$174 ﹤0.01%
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$173 ﹤0.01%
1
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$171 ﹤0.01%
+4
1471
$171 ﹤0.01%
1
-1
1472
$171 ﹤0.01%
3
1473
$169 ﹤0.01%
4
-4
1474
$169 ﹤0.01%
14
1475
$167 ﹤0.01%
7
57 58
59
60 61