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
801
$1.35K ﹤0.01%
65
+3
802
$1.35K ﹤0.01%
14
-1
803
$1.34K ﹤0.01%
15
+2
804
$1.33K ﹤0.01%
6
+2
805
$1.32K ﹤0.01%
16
+1
806
$1.32K ﹤0.01%
19
-2
807
$1.32K ﹤0.01%
39
-8
808
$1.31K ﹤0.01%
22
+8
809
$1.31K ﹤0.01%
8
810
$1.31K ﹤0.01%
16
+1
811
$1.31K ﹤0.01%
8
+1
812
$1.3K ﹤0.01%
36
+18
813
$1.3K ﹤0.01%
14
+2
814
$1.3K ﹤0.01%
8
815
$1.3K ﹤0.01%
5
+1
816
$1.29K ﹤0.01%
18
+2
817
$1.29K ﹤0.01%
21
+1
818
$1.29K ﹤0.01%
30
+6
819
$1.29K ﹤0.01%
12
+4
820
$1.28K ﹤0.01%
23
821
$1.28K ﹤0.01%
29
+2
822
$1.28K ﹤0.01%
5
+1
823
$1.28K ﹤0.01%
31
+1
824
$1.28K ﹤0.01%
13
+1
825
$1.27K ﹤0.01%
31
+8
31 32
33
34 35