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
701
$1.71K ﹤0.01%
17
+3
702
$1.71K ﹤0.01%
14
+4
703
$1.7K ﹤0.01%
13
-4
704
$1.7K ﹤0.01%
10
+1
705
$1.7K ﹤0.01%
12
706
$1.69K ﹤0.01%
52
+11
707
$1.68K ﹤0.01%
47
+7
708
$1.67K ﹤0.01%
39
+4
709
$1.66K ﹤0.01%
121
+8
710
$1.66K ﹤0.01%
51
+6
711
$1.66K ﹤0.01%
5
+1
712
$1.65K ﹤0.01%
16
+2
713
$1.64K ﹤0.01%
13
+2
714
$1.64K ﹤0.01%
200
+30
715
$1.64K ﹤0.01%
22
+1
716
$1.64K ﹤0.01%
61
-2
717
$1.64K ﹤0.01%
7
718
$1.64K ﹤0.01%
22
+6
719
$1.64K ﹤0.01%
17
+1
720
$1.64K ﹤0.01%
+8
721
$1.63K ﹤0.01%
11
+1
722
$1.63K ﹤0.01%
46
723
$1.62K ﹤0.01%
17
+8
724
$1.62K ﹤0.01%
26
-10
725
$1.62K ﹤0.01%
97
+6
27 28
29
30 31