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
651
$1.93K ﹤0.01%
12
+3
652
$1.93K ﹤0.01%
14
+1
653
$1.93K ﹤0.01%
32
+6
654
$1.92K ﹤0.01%
34
+2
655
$1.91K ﹤0.01%
30
656
$1.91K ﹤0.01%
17
-4
657
$1.89K ﹤0.01%
5
+2
658
$1.89K ﹤0.01%
155
+2
659
$1.89K ﹤0.01%
32
+7
660
$1.88K ﹤0.01%
38
-10
661
$1.88K ﹤0.01%
20
-1
662
$1.88K ﹤0.01%
14
+3
663
$1.88K ﹤0.01%
15
+1
664
$1.87K ﹤0.01%
11
+2
665
$1.87K ﹤0.01%
76
+21
666
$1.86K ﹤0.01%
33
+2
667
$1.86K ﹤0.01%
30
+5
668
$1.86K ﹤0.01%
11
+1
669
$1.86K ﹤0.01%
25
+2
670
$1.86K ﹤0.01%
12
+1
671
$1.86K ﹤0.01%
39
672
$1.84K ﹤0.01%
35
+2
673
$1.84K ﹤0.01%
25
674
$1.84K ﹤0.01%
29
+2
675
$1.83K ﹤0.01%
11
+2
25 26
27
28 29