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
276
$11.5K ﹤0.01%
83
+2
277
$11.4K ﹤0.01%
121
+6
278
$11.2K ﹤0.01%
182
279
$10.8K ﹤0.01%
123
+4
280
$10.8K ﹤0.01%
71
281
$10.6K ﹤0.01%
132
282
$10.5K ﹤0.01%
24
+2
283
$10.3K ﹤0.01%
114
284
$10.3K ﹤0.01%
75
+68
285
$9.85K ﹤0.01%
368
+36
286
$9.78K ﹤0.01%
580
+6
287
$9.64K ﹤0.01%
25
+2
288
$9.63K ﹤0.01%
137
289
$9.59K ﹤0.01%
46
+4
290
$9.46K ﹤0.01%
88
291
$9.44K ﹤0.01%
85
+8
292
$9.26K ﹤0.01%
251
293
$9.16K ﹤0.01%
103
+9
294
$9.1K ﹤0.01%
61
+10
295
$9.1K ﹤0.01%
150
296
$9.05K ﹤0.01%
11
297
$9.05K ﹤0.01%
100
-1
298
$8.83K ﹤0.01%
160
299
$8.78K ﹤0.01%
95
300
$8.76K ﹤0.01%
207
-19
10 11
12
13 14