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
526
$2.59K ﹤0.01%
18
+1
527
$2.58K ﹤0.01%
34
+7
528
$2.58K ﹤0.01%
21
-117
529
$2.57K ﹤0.01%
13
530
$2.56K ﹤0.01%
70
+18
531
$2.56K ﹤0.01%
15
+2
532
$2.55K ﹤0.01%
27
+3
533
$2.55K ﹤0.01%
14
534
$2.54K ﹤0.01%
48
+2
535
$2.54K ﹤0.01%
1
536
$2.54K ﹤0.01%
22
+4
537
$2.53K ﹤0.01%
8
-3
538
$2.53K ﹤0.01%
39
+1
539
$2.52K ﹤0.01%
48
+4
540
$2.51K ﹤0.01%
19
-2
541
$2.51K ﹤0.01%
10
+3
542
$2.51K ﹤0.01%
8
+1
543
$2.51K ﹤0.01%
20
+2
544
$2.51K ﹤0.01%
12
-3
545
$2.51K ﹤0.01%
60
-20
546
$2.5K ﹤0.01%
39
+1
547
$2.5K ﹤0.01%
77
+15
548
$2.5K ﹤0.01%
27
+3
549
$2.49K ﹤0.01%
7
+1
550
$2.48K ﹤0.01%
155
+6
20 21
22
23 24