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
626
$2.06K ﹤0.01%
20
+6
627
$2.05K ﹤0.01%
39
+4
628
$2.04K ﹤0.01%
5
+1
629
$2.04K ﹤0.01%
16
630
$2.04K ﹤0.01%
14
631
$2.03K ﹤0.01%
10
632
$2.02K ﹤0.01%
165
+24
633
$2.02K ﹤0.01%
11
+1
634
$2.01K ﹤0.01%
8
+1
635
$2.01K ﹤0.01%
89
+9
636
$2K ﹤0.01%
47
-1
637
$2K ﹤0.01%
19
+1
638
$1.99K ﹤0.01%
40
-7
639
$1.99K ﹤0.01%
14
-2
640
$1.98K ﹤0.01%
30
+2
641
$1.97K ﹤0.01%
+12
642
$1.95K ﹤0.01%
13
+1
643
$1.95K ﹤0.01%
22
+2
644
$1.95K ﹤0.01%
11
+1
645
$1.95K ﹤0.01%
19
+3
646
$1.94K ﹤0.01%
13
647
$1.94K ﹤0.01%
27
+2
648
$1.94K ﹤0.01%
8
+1
649
$1.94K ﹤0.01%
46
+13
650
$1.94K ﹤0.01%
34
+4
24 25
26
27 28