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
351
$5.88K ﹤0.01%
25
-40
352
$5.77K ﹤0.01%
48
353
$5.71K ﹤0.01%
24
+3
354
$5.68K ﹤0.01%
152
+10
355
$5.66K ﹤0.01%
22
+3
356
$5.64K ﹤0.01%
122
-28
357
$5.54K ﹤0.01%
135
358
$5.52K ﹤0.01%
318
+14
359
$5.52K ﹤0.01%
29
+6
360
$5.5K ﹤0.01%
179
+11
361
$5.47K ﹤0.01%
29
+5
362
$5.44K ﹤0.01%
+54
363
$5.38K ﹤0.01%
79
+4
364
$5.31K ﹤0.01%
33
-1
365
$5.28K ﹤0.01%
12
+2
366
$5.25K ﹤0.01%
80
367
$5.24K ﹤0.01%
23
+2
368
$5.23K ﹤0.01%
12
+1
369
$5.21K ﹤0.01%
6
370
$5.21K ﹤0.01%
55
+5
371
$5.18K ﹤0.01%
37
+1
372
$5.16K ﹤0.01%
15
373
$5.16K ﹤0.01%
37
-15
374
$5.14K ﹤0.01%
53
-1
375
$5.14K ﹤0.01%
127
+25
13 14
15
16 17