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
176
$60.1K 0.01%
520
177
$59.7K 0.01%
975
+159
178
$59.6K 0.01%
2,523
179
$59.5K 0.01%
607
+588
180
$58.1K 0.01%
477
+28
181
$56.5K 0.01%
356
+330
182
$55.5K 0.01%
298
-19
183
$55.4K 0.01%
922
+786
184
$55K 0.01%
361
-1
185
$54.2K 0.01%
238
+18
186
$53.4K 0.01%
456
187
$53.2K 0.01%
309
+299
188
$53K 0.01%
229
189
$52.1K 0.01%
290
+10
190
$51.8K 0.01%
4,624
+59
191
$50.8K 0.01%
102
+4
192
$49.8K 0.01%
1,607
+13
193
$48.5K 0.01%
11,313
194
$47.9K 0.01%
1,185
195
$46.5K 0.01%
171
+13
196
$46.4K 0.01%
553
+492
197
$46.2K 0.01%
58
-124
198
$46.2K 0.01%
358
-1,442
199
$46.1K 0.01%
230
+12
200
$46.1K 0.01%
95
+30
6 7
8
9 10