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
601
$2.19K ﹤0.01%
21
+3
602
$2.18K ﹤0.01%
19
+7
603
$2.18K ﹤0.01%
33
+5
604
$2.18K ﹤0.01%
99
+33
605
$2.18K ﹤0.01%
221
+29
606
$2.18K ﹤0.01%
154
+148
607
$2.17K ﹤0.01%
44
+9
608
$2.17K ﹤0.01%
11
609
$2.17K ﹤0.01%
22
-2
610
$2.16K ﹤0.01%
34
-1
611
$2.15K ﹤0.01%
15
+2
612
$2.15K ﹤0.01%
28
+3
613
$2.12K ﹤0.01%
19
+4
614
$2.12K ﹤0.01%
30
+4
615
$2.12K ﹤0.01%
10
616
$2.11K ﹤0.01%
25
617
$2.11K ﹤0.01%
32
+3
618
$2.11K ﹤0.01%
23
-2
619
$2.11K ﹤0.01%
15
620
$2.09K ﹤0.01%
16
+3
621
$2.08K ﹤0.01%
78
+25
622
$2.08K ﹤0.01%
4
623
$2.07K ﹤0.01%
28
+5
624
$2.07K ﹤0.01%
24
+1
625
$2.06K ﹤0.01%
24
+1
23 24
25
26 27