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
501
$2.84K ﹤0.01%
24
+1
502
$2.83K ﹤0.01%
93
+10
503
$2.83K ﹤0.01%
41
+3
504
$2.81K ﹤0.01%
68
+37
505
$2.8K ﹤0.01%
69
+4
506
$2.8K ﹤0.01%
7
-3
507
$2.79K ﹤0.01%
49
+10
508
$2.77K ﹤0.01%
23
+1
509
$2.77K ﹤0.01%
22
510
$2.76K ﹤0.01%
22
+1
511
$2.75K ﹤0.01%
49
+5
512
$2.73K ﹤0.01%
45
513
$2.72K ﹤0.01%
130
+30
514
$2.71K ﹤0.01%
27
+12
515
$2.71K ﹤0.01%
76
+6
516
$2.71K ﹤0.01%
13
+6
517
$2.67K ﹤0.01%
29
+2
518
$2.67K ﹤0.01%
66
-7
519
$2.66K ﹤0.01%
9
+2
520
$2.65K ﹤0.01%
28
+4
521
$2.65K ﹤0.01%
38
+2
522
$2.65K ﹤0.01%
9
+2
523
$2.64K ﹤0.01%
34
+8
524
$2.62K ﹤0.01%
47
-2
525
$2.59K ﹤0.01%
39
+2
19 20
21
22 23