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
401
$4.42K ﹤0.01%
102
+89
402
$4.42K ﹤0.01%
29
-1
403
$4.42K ﹤0.01%
3
+1
404
$4.4K ﹤0.01%
10
+2
405
$4.38K ﹤0.01%
12
406
$4.35K ﹤0.01%
25
+4
407
$4.34K ﹤0.01%
17
408
$4.31K ﹤0.01%
128
+19
409
$4.25K ﹤0.01%
+82
410
$4.22K ﹤0.01%
5
-1
411
$4.21K ﹤0.01%
20
412
$4.14K ﹤0.01%
3
413
$4.13K ﹤0.01%
18
+8
414
$4.13K ﹤0.01%
36
+2
415
$4.13K ﹤0.01%
21
+2
416
$4.11K ﹤0.01%
48
417
$4.1K ﹤0.01%
86
+23
418
$4.1K ﹤0.01%
433
+10
419
$4.09K ﹤0.01%
11
+1
420
$4.09K ﹤0.01%
+239
421
$4.08K ﹤0.01%
13
+1
422
$4.05K ﹤0.01%
122
+9
423
$4.05K ﹤0.01%
88
-4
424
$4.04K ﹤0.01%
37
+9
425
$4.04K ﹤0.01%
20
+2
15 16
17
18 19