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
151
$83.2K 0.01%
3,550
152
$83K 0.01%
1,744
153
$81.7K 0.01%
3,073
154
$80.3K 0.01%
1,402
155
$79K 0.01%
3,793
156
$78.7K 0.01%
753
+302
157
$78.4K 0.01%
873
-13
158
$77.6K 0.01%
2,775
159
$73.3K 0.01%
632
160
$72.9K 0.01%
133
+9
161
$71.6K 0.01%
3,419
+1,181
162
$71.1K 0.01%
886
+17
163
$71.1K 0.01%
228
+190
164
$70.6K 0.01%
115
165
$70.4K 0.01%
2,338
+238
166
$69.9K 0.01%
131
-31
167
$68.4K 0.01%
3,099
168
$68.4K 0.01%
293
-1
169
$64.9K 0.01%
3,190
170
$64.9K 0.01%
3,913
171
$64.8K 0.01%
3,499
172
$64.5K 0.01%
378
+238
173
$63.5K 0.01%
1,041
-11
174
$61.3K 0.01%
1,022
175
$60.5K 0.01%
410
+2
5 6
7
8 9