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
676
$1.82K ﹤0.01%
4
677
$1.82K ﹤0.01%
42
+2
678
$1.82K ﹤0.01%
31
+1
679
$1.82K ﹤0.01%
74
680
$1.81K ﹤0.01%
21
+9
681
$1.8K ﹤0.01%
164
-11
682
$1.8K ﹤0.01%
23
683
$1.79K ﹤0.01%
85
+31
684
$1.79K ﹤0.01%
16
+4
685
$1.79K ﹤0.01%
30
+2
686
$1.78K ﹤0.01%
29
+7
687
$1.78K ﹤0.01%
64
-12
688
$1.78K ﹤0.01%
47
+19
689
$1.77K ﹤0.01%
18
690
$1.76K ﹤0.01%
36
+3
691
$1.76K ﹤0.01%
24
+5
692
$1.76K ﹤0.01%
21
+5
693
$1.75K ﹤0.01%
27
+3
694
$1.74K ﹤0.01%
26
-5
695
$1.74K ﹤0.01%
145
+16
696
$1.72K ﹤0.01%
60
+20
697
$1.72K ﹤0.01%
30
+5
698
$1.71K ﹤0.01%
32
+9
699
$1.71K ﹤0.01%
214
700
$1.71K ﹤0.01%
15
+4
26 27
28
29 30