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
426
$3.95K ﹤0.01%
35
+3
427
$3.93K ﹤0.01%
+114
428
$3.88K ﹤0.01%
+457
429
$3.85K ﹤0.01%
27
+1
430
$3.84K ﹤0.01%
41
431
$3.83K ﹤0.01%
54
+16
432
$3.81K ﹤0.01%
14
+1
433
$3.8K ﹤0.01%
14
+4
434
$3.79K ﹤0.01%
34
+14
435
$3.79K ﹤0.01%
25
+1
436
$3.78K ﹤0.01%
90
+8
437
$3.75K ﹤0.01%
10
+1
438
$3.73K ﹤0.01%
166
439
$3.72K ﹤0.01%
34
+3
440
$3.69K ﹤0.01%
24
+5
441
$3.66K ﹤0.01%
100
-350
442
$3.65K ﹤0.01%
6
+3
443
$3.62K ﹤0.01%
48
+4
444
$3.61K ﹤0.01%
+585
445
$3.61K ﹤0.01%
11
+2
446
$3.59K ﹤0.01%
7
447
$3.57K ﹤0.01%
33
+5
448
$3.57K ﹤0.01%
14
+2
449
$3.56K ﹤0.01%
19
+1
450
$3.55K ﹤0.01%
24
+2
16 17
18
19 20