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
751
$1.52K ﹤0.01%
16
+1
752
$1.51K ﹤0.01%
13
753
$1.51K ﹤0.01%
40
-5
754
$1.51K ﹤0.01%
55
+4
755
$1.5K ﹤0.01%
40
756
$1.5K ﹤0.01%
19
+1
757
$1.5K ﹤0.01%
22
+7
758
$1.5K ﹤0.01%
22
+6
759
$1.5K ﹤0.01%
1
-1
760
$1.49K ﹤0.01%
40
+2
761
$1.49K ﹤0.01%
26
-186
762
$1.49K ﹤0.01%
5
763
$1.49K ﹤0.01%
95
+24
764
$1.48K ﹤0.01%
6
+1
765
$1.48K ﹤0.01%
16
+6
766
$1.48K ﹤0.01%
12
-9
767
$1.47K ﹤0.01%
32
+2
768
$1.47K ﹤0.01%
19
+1
769
$1.45K ﹤0.01%
6
+1
770
$1.45K ﹤0.01%
22
771
$1.45K ﹤0.01%
25
+5
772
$1.44K ﹤0.01%
36
+3
773
$1.44K ﹤0.01%
35
-12
774
$1.43K ﹤0.01%
4
775
$1.43K ﹤0.01%
7
+3
29 30
31
32 33