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
201
$45.3K 0.01%
1,023
+900
202
$44.9K 0.01%
660
203
$44.5K 0.01%
786
-676
204
$44.3K 0.01%
1,553
+285
205
$43.8K 0.01%
602
+472
206
$43.4K 0.01%
164
207
$42.5K 0.01%
4,267
+63
208
$42.2K 0.01%
1,176
209
$42K 0.01%
712
-74
210
$41.9K 0.01%
316
+16
211
$41.9K 0.01%
367
212
$41.8K 0.01%
113
213
$41.7K 0.01%
76
+19
214
$41.4K 0.01%
120
215
$41K 0.01%
21
216
$40.2K 0.01%
86
-1
217
$39.6K 0.01%
10,097
+43
218
$39.6K 0.01%
434
219
$39K 0.01%
58
220
$39K 0.01%
170
+8
221
$38.8K 0.01%
166
222
$38.7K 0.01%
+3,333
223
$37.6K 0.01%
290
224
$37K 0.01%
916
+13
225
$36.8K 0.01%
+193
7 8
9
10 11