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
576
$2.34K ﹤0.01%
13
577
$2.33K ﹤0.01%
14
578
$2.33K ﹤0.01%
67
+7
579
$2.31K ﹤0.01%
148
+14
580
$2.31K ﹤0.01%
70
+22
581
$2.31K ﹤0.01%
65
+10
582
$2.3K ﹤0.01%
58
583
$2.3K ﹤0.01%
5
+1
584
$2.29K ﹤0.01%
5
+1
585
$2.29K ﹤0.01%
142
+7
586
$2.28K ﹤0.01%
21
-4
587
$2.27K ﹤0.01%
33
588
$2.25K ﹤0.01%
23
+1
589
$2.25K ﹤0.01%
18
+1
590
$2.24K ﹤0.01%
42
-7
591
$2.22K ﹤0.01%
26
+9
592
$2.22K ﹤0.01%
15
-3
593
$2.22K ﹤0.01%
53
+6
594
$2.22K ﹤0.01%
30
595
$2.22K ﹤0.01%
2
-2
596
$2.21K ﹤0.01%
44
-3
597
$2.2K ﹤0.01%
72
+16
598
$2.19K ﹤0.01%
10
599
$2.19K ﹤0.01%
29
-3
600
$2.19K ﹤0.01%
239
+85
22 23
24
25 26