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
476
$3.06K ﹤0.01%
45
+12
477
$3.05K ﹤0.01%
28
+7
478
$3.04K ﹤0.01%
35
479
$3.02K ﹤0.01%
8
+1
480
$3K ﹤0.01%
8
+1
481
$2.99K ﹤0.01%
43
+3
482
$2.98K ﹤0.01%
28
+7
483
$2.98K ﹤0.01%
47
+3
484
$2.97K ﹤0.01%
230
-12
485
$2.96K ﹤0.01%
67
+8
486
$2.95K ﹤0.01%
15
+3
487
$2.94K ﹤0.01%
13
+2
488
$2.94K ﹤0.01%
15
+1
489
$2.93K ﹤0.01%
21
+2
490
$2.92K ﹤0.01%
16
+3
491
$2.92K ﹤0.01%
9
492
$2.92K ﹤0.01%
40
+1
493
$2.92K ﹤0.01%
34
+8
494
$2.91K ﹤0.01%
15
495
$2.9K ﹤0.01%
7
496
$2.9K ﹤0.01%
30
+2
497
$2.87K ﹤0.01%
45
+1
498
$2.87K ﹤0.01%
31
-3
499
$2.85K ﹤0.01%
17
500
$2.85K ﹤0.01%
77
+34
18 19
20
21 22