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
1476
$167 ﹤0.01%
2
-1
1477
$165 ﹤0.01%
3
-2
1478
$164 ﹤0.01%
10
1479
$159 ﹤0.01%
1
-2
1480
$157 ﹤0.01%
58
1481
$154 ﹤0.01%
2
-5
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$154 ﹤0.01%
3
1483
$153 ﹤0.01%
3
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$150 ﹤0.01%
+4
1485
$148 ﹤0.01%
4
1486
$146 ﹤0.01%
18
+12
1487
$142 ﹤0.01%
3
-2
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$139 ﹤0.01%
2
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$139 ﹤0.01%
3
1490
$135 ﹤0.01%
12
-258
1491
$135 ﹤0.01%
17
-14
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$133 ﹤0.01%
6
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$129 ﹤0.01%
3
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$128 ﹤0.01%
7
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$128 ﹤0.01%
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$127 ﹤0.01%
3
-4
1497
$126 ﹤0.01%
2
-1
1498
$125 ﹤0.01%
4
-8
1499
$124 ﹤0.01%
11
1500
$123 ﹤0.01%
2
+1
58 59
60
61 62