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
251
$16.1K ﹤0.01%
638
252
$16K ﹤0.01%
1,649
253
$15.7K ﹤0.01%
221
-15
254
$15.2K ﹤0.01%
98
+2
255
$14.9K ﹤0.01%
379
256
$14.8K ﹤0.01%
121
257
$14.8K ﹤0.01%
273
+8
258
$14.5K ﹤0.01%
95
259
$14.3K ﹤0.01%
143
+4
260
$14.2K ﹤0.01%
725
-994
261
$13.8K ﹤0.01%
528
262
$13.6K ﹤0.01%
150
-366
263
$13.6K ﹤0.01%
368
+8
264
$13.5K ﹤0.01%
110
+2
265
$13.1K ﹤0.01%
75
266
$12.7K ﹤0.01%
25
+6
267
$12.6K ﹤0.01%
47
+15
268
$12.3K ﹤0.01%
+172
269
$12K ﹤0.01%
220
-538
270
$11.9K ﹤0.01%
59
+6
271
$11.9K ﹤0.01%
1,337
+18
272
$11.9K ﹤0.01%
190
+20
273
$11.8K ﹤0.01%
157
+39
274
$11.6K ﹤0.01%
2,938
+15
275
$11.6K ﹤0.01%
66
+3
9 10
11
12 13