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
451
$3.54K ﹤0.01%
72
+4
452
$3.54K ﹤0.01%
80
453
$3.5K ﹤0.01%
82
+12
454
$3.49K ﹤0.01%
24
+5
455
$3.47K ﹤0.01%
139
+5
456
$3.46K ﹤0.01%
98
+35
457
$3.4K ﹤0.01%
17
+1
458
$3.4K ﹤0.01%
19
+3
459
$3.39K ﹤0.01%
50
+9
460
$3.38K ﹤0.01%
28
+4
461
$3.38K ﹤0.01%
26
+2
462
$3.37K ﹤0.01%
13
+2
463
$3.34K ﹤0.01%
27
+2
464
$3.29K ﹤0.01%
23
465
$3.28K ﹤0.01%
8
+1
466
$3.26K ﹤0.01%
38
+8
467
$3.21K ﹤0.01%
41
+5
468
$3.19K ﹤0.01%
8
+1
469
$3.19K ﹤0.01%
30
+2
470
$3.15K ﹤0.01%
21
+2
471
$3.1K ﹤0.01%
43
+2
472
$3.1K ﹤0.01%
108
-11
473
$3.08K ﹤0.01%
74
+10
474
$3.07K ﹤0.01%
37
+7
475
$3.07K ﹤0.01%
6
+1
17 18
19
20 21