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
726
$1.62K ﹤0.01%
13
727
$1.61K ﹤0.01%
48
+4
728
$1.61K ﹤0.01%
6
729
$1.61K ﹤0.01%
24
+2
730
$1.61K ﹤0.01%
20
+4
731
$1.61K ﹤0.01%
27
732
$1.61K ﹤0.01%
34
+3
733
$1.6K ﹤0.01%
72
-17
734
$1.6K ﹤0.01%
8
-7
735
$1.59K ﹤0.01%
15
+1
736
$1.59K ﹤0.01%
20
737
$1.59K ﹤0.01%
15
+2
738
$1.58K ﹤0.01%
59
+12
739
$1.57K ﹤0.01%
22
+1
740
$1.57K ﹤0.01%
8
+3
741
$1.56K ﹤0.01%
25
-2
742
$1.56K ﹤0.01%
9
743
$1.55K ﹤0.01%
32
+7
744
$1.55K ﹤0.01%
17
+8
745
$1.55K ﹤0.01%
28
+7
746
$1.55K ﹤0.01%
90
+4
747
$1.54K ﹤0.01%
4
+1
748
$1.54K ﹤0.01%
44
+5
749
$1.53K ﹤0.01%
20
-2
750
$1.52K ﹤0.01%
16
+1
28 29
30
31 32