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
51
$361K 0.09%
16,000
52
$354K 0.09%
1,665
53
$348K 0.09%
1,276
+8
54
$342K 0.09%
2,004
+1
55
$335K 0.08%
2,075
-10
56
$324K 0.08%
755
-205
57
$321K 0.08%
6,000
58
$320K 0.08%
6,045
+1
59
$287K 0.07%
3,922
+14
60
$263K 0.07%
5,887
+8
61
$261K 0.07%
512
+78
62
$248K 0.06%
7,462
+1,212
63
$241K 0.06%
4,320
-50
64
$237K 0.06%
2,680
-374
65
$236K 0.06%
2,465
-2
66
$236K 0.06%
1,581
+16
67
$232K 0.06%
4,309
+565
68
$229K 0.06%
455
+17
69
$226K 0.06%
4,237
+1
70
$221K 0.06%
+4,607
71
$219K 0.05%
950
+2
72
$218K 0.05%
4,767
-50
73
$217K 0.05%
5,270
+54
74
$216K 0.05%
1,209
75
$214K 0.05%
1,051
1 2
3
4 5