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
376
$5.1K ﹤0.01%
64
+1
377
$5.01K ﹤0.01%
461
+2
378
$4.92K ﹤0.01%
20
-1
379
$4.92K ﹤0.01%
259
380
$4.82K ﹤0.01%
60
381
$4.82K ﹤0.01%
60
382
$4.81K ﹤0.01%
65
383
$4.8K ﹤0.01%
21
+3
384
$4.79K ﹤0.01%
79
+10
385
$4.78K ﹤0.01%
45
386
$4.72K ﹤0.01%
20
387
$4.68K ﹤0.01%
28
+3
388
$4.67K ﹤0.01%
52
+6
389
$4.66K ﹤0.01%
170
390
$4.6K ﹤0.01%
226
+10
391
$4.6K ﹤0.01%
+160
392
$4.54K ﹤0.01%
61
-5
393
$4.53K ﹤0.01%
223
+20
394
$4.52K ﹤0.01%
70
-1
395
$4.5K ﹤0.01%
33
+1
396
$4.5K ﹤0.01%
11
-6
397
$4.49K ﹤0.01%
29
+11
398
$4.49K ﹤0.01%
41
+2
399
$4.44K ﹤0.01%
64
+6
400
$4.44K ﹤0.01%
103
-1
14 15
16
17 18