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
551
$2.47K ﹤0.01%
61
+1
552
$2.47K ﹤0.01%
27
-24
553
$2.46K ﹤0.01%
55
+1
554
$2.46K ﹤0.01%
43
+12
555
$2.46K ﹤0.01%
24
+9
556
$2.46K ﹤0.01%
11
+1
557
$2.44K ﹤0.01%
33
+3
558
$2.44K ﹤0.01%
86
+14
559
$2.43K ﹤0.01%
5
-1
560
$2.43K ﹤0.01%
63
+8
561
$2.42K ﹤0.01%
5
562
$2.42K ﹤0.01%
68
+11
563
$2.41K ﹤0.01%
12
-2
564
$2.41K ﹤0.01%
23
+2
565
$2.4K ﹤0.01%
53
+12
566
$2.39K ﹤0.01%
7
+1
567
$2.39K ﹤0.01%
27
+4
568
$2.38K ﹤0.01%
23
+10
569
$2.37K ﹤0.01%
26
-1
570
$2.36K ﹤0.01%
12
571
$2.36K ﹤0.01%
24
572
$2.34K ﹤0.01%
87
+6
573
$2.34K ﹤0.01%
22
-5
574
$2.34K ﹤0.01%
61
575
$2.34K ﹤0.01%
8
+1
21 22
23
24 25