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
301
$8.63K ﹤0.01%
75
302
$8.47K ﹤0.01%
122
-22
303
$8.45K ﹤0.01%
19
+2
304
$8.37K ﹤0.01%
129
+42
305
$8.11K ﹤0.01%
38
+2
306
$8.09K ﹤0.01%
493
-2
307
$7.92K ﹤0.01%
150
308
$7.69K ﹤0.01%
35
+6
309
$7.67K ﹤0.01%
83
-1
310
$7.66K ﹤0.01%
500
311
$7.66K ﹤0.01%
37
+4
312
$7.65K ﹤0.01%
50
+10
313
$7.53K ﹤0.01%
48
+12
314
$7.51K ﹤0.01%
442
315
$7.47K ﹤0.01%
107
+13
316
$7.45K ﹤0.01%
79
+47
317
$7.4K ﹤0.01%
200
318
$7.29K ﹤0.01%
118
319
$7.27K ﹤0.01%
36
+1
320
$7.23K ﹤0.01%
124
+41
321
$7.23K ﹤0.01%
85
+3
322
$7.11K ﹤0.01%
11
323
$7.09K ﹤0.01%
50
+17
324
$6.97K ﹤0.01%
55
+18
325
$6.97K ﹤0.01%
75
+5
11 12
13
14 15