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
126
$121K 0.02%
257
+27
127
$120K 0.02%
1,042
128
$116K 0.02%
+760
129
$114K 0.02%
586
-280
130
$112K 0.02%
1,132
131
$110K 0.02%
415
-23
132
$109K 0.02%
1,041
+180
133
$108K 0.02%
25,974
+10,000
134
$107K 0.02%
2,494
+616
135
$105K 0.02%
1,163
-4
136
$102K 0.02%
1,427
+3
137
$102K 0.02%
1,726
138
$102K 0.02%
288
+265
139
$95.9K 0.02%
4,924
140
$95.1K 0.02%
2,098
+830
141
$94.9K 0.02%
4,846
142
$94.6K 0.02%
409
+2
143
$94.6K 0.02%
762
+1
144
$93.7K 0.02%
944
+1
145
$92.8K 0.02%
1,120
-30
146
$92K 0.02%
2,722
+565
147
$89.9K 0.02%
875
+8
148
$88.7K 0.02%
792
+4
149
$88.5K 0.02%
163
+4
150
$84.4K 0.01%
759
+2
4 5
6
7 8