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
776
$1.42K ﹤0.01%
11
777
$1.41K ﹤0.01%
40
778
$1.41K ﹤0.01%
31
-9
779
$1.41K ﹤0.01%
11
780
$1.41K ﹤0.01%
21
+4
781
$1.41K ﹤0.01%
20
-1
782
$1.41K ﹤0.01%
6
+2
783
$1.4K ﹤0.01%
45
+7
784
$1.4K ﹤0.01%
12
+1
785
$1.4K ﹤0.01%
19
+3
786
$1.39K ﹤0.01%
12
787
$1.39K ﹤0.01%
32
+6
788
$1.38K ﹤0.01%
13
789
$1.38K ﹤0.01%
18
-2
790
$1.37K ﹤0.01%
13
+2
791
$1.37K ﹤0.01%
16
+1
792
$1.37K ﹤0.01%
5
+2
793
$1.37K ﹤0.01%
29
+3
794
$1.37K ﹤0.01%
45
+5
795
$1.36K ﹤0.01%
68
+6
796
$1.36K ﹤0.01%
50
+6
797
$1.36K ﹤0.01%
33
+5
798
$1.36K ﹤0.01%
39
+21
799
$1.36K ﹤0.01%
17
-4
800
$1.36K ﹤0.01%
23
-80
30 31
32
33 34