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
326
$6.92K ﹤0.01%
21
+3
327
$6.88K ﹤0.01%
15
+1
328
$6.87K ﹤0.01%
24
+5
329
$6.84K ﹤0.01%
37
+8
330
$6.78K ﹤0.01%
115
331
$6.76K ﹤0.01%
250
332
$6.7K ﹤0.01%
33
+4
333
$6.67K ﹤0.01%
77
-2
334
$6.65K ﹤0.01%
233
335
$6.65K ﹤0.01%
62
+12
336
$6.4K ﹤0.01%
152
+12
337
$6.23K ﹤0.01%
16
+1
338
$6.23K ﹤0.01%
50
339
$6.22K ﹤0.01%
49
+2
340
$6.21K ﹤0.01%
242
-7
341
$6.17K ﹤0.01%
2
-1
342
$6.17K ﹤0.01%
79
-3
343
$6.14K ﹤0.01%
231
344
$6.04K ﹤0.01%
208
-13
345
$6.03K ﹤0.01%
23
+2
346
$6.02K ﹤0.01%
302
347
$5.99K ﹤0.01%
53
+10
348
$5.96K ﹤0.01%
1
349
$5.96K ﹤0.01%
+87
350
$5.95K ﹤0.01%
21
+3
12 13
14
15 16