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
$398M
AUM Growth
+$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,668
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$4.7M
3
+$1.32M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$694K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$685K

Top Sells

1
+$1.66M
2
+$1.56M
3
+$1.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.3M
5
ARHS icon
Arhaus
ARHS
+$357K

Sector Composition

1 Consumer Staples 6.17%
2 Technology 4.52%
3 Healthcare 3.51%
4 Consumer Discretionary 1.77%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.7K 0.01%
231
+16
227
$21.6K 0.01%
1,301
+50
228
$21.6K 0.01%
824
229
$21.4K 0.01%
402
+2
230
$20.8K 0.01%
1,536
231
$20.7K 0.01%
+867
232
$19.7K ﹤0.01%
126
+1
233
$19.3K ﹤0.01%
268
+167
234
$18.8K ﹤0.01%
340
+219
235
$18.7K ﹤0.01%
+281
236
$18.7K ﹤0.01%
684
+2
237
$18.7K ﹤0.01%
110
238
$18.6K ﹤0.01%
563
-22
239
$18.5K ﹤0.01%
1,048
-1
240
$18.3K ﹤0.01%
404
+370
241
$18.1K ﹤0.01%
48
+9
242
$18K ﹤0.01%
352
-11
243
$17.6K ﹤0.01%
1,530
244
$17.2K ﹤0.01%
103
+1
245
$17.1K ﹤0.01%
843
+693
246
$16.8K ﹤0.01%
490
247
$16.7K ﹤0.01%
246
+4
248
$16.7K ﹤0.01%
189
+5
249
$16.6K ﹤0.01%
429
250
$16.4K ﹤0.01%
180
+1
8 9
10
11 12