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
$442M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.25M
3
+$1.5M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$394K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$369K

Top Sells

1
+$4.06M
2
+$1.39M
3
+$919K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$314K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$221K

Sector Composition

1 Consumer Staples 5.14%
2 Technology 4.82%
3 Healthcare 3.2%
4 Consumer Discretionary 1.69%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.66K ﹤0.01%
15
+1
552
$2.64K ﹤0.01%
10
-1
553
$2.64K ﹤0.01%
22
+2
554
$2.63K ﹤0.01%
8
-1
555
$2.63K ﹤0.01%
28
+1
556
$2.63K ﹤0.01%
37
-1
557
$2.63K ﹤0.01%
68
-1
558
$2.63K ﹤0.01%
15
+1
559
$2.62K ﹤0.01%
9
560
$2.62K ﹤0.01%
7
-1
561
$2.6K ﹤0.01%
17
+1
562
$2.6K ﹤0.01%
10
+3
563
$2.59K ﹤0.01%
8
564
$2.59K ﹤0.01%
1
565
$2.58K ﹤0.01%
12
+1
566
$2.58K ﹤0.01%
16
+1
567
$2.54K ﹤0.01%
56
-2
568
$2.53K ﹤0.01%
60
+50
569
$2.52K ﹤0.01%
18
570
$2.52K ﹤0.01%
24
-3
571
$2.51K ﹤0.01%
47
572
$2.5K ﹤0.01%
21
+2
573
$2.48K ﹤0.01%
60
-17
574
$2.48K ﹤0.01%
16
-5
575
$2.48K ﹤0.01%
23
21 22
23
24 25