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
826
$1.27K ﹤0.01%
21
+5
827
$1.27K ﹤0.01%
1
-2
828
$1.27K ﹤0.01%
93
829
$1.26K ﹤0.01%
56
+14
830
$1.26K ﹤0.01%
32
+1
831
$1.26K ﹤0.01%
26
+3
832
$1.26K ﹤0.01%
121
+31
833
$1.26K ﹤0.01%
8
+1
834
$1.25K ﹤0.01%
21
+1
835
$1.25K ﹤0.01%
14
+1
836
$1.25K ﹤0.01%
25
-2
837
$1.25K ﹤0.01%
31
+4
838
$1.25K ﹤0.01%
23
-1
839
$1.25K ﹤0.01%
15
-7
840
$1.25K ﹤0.01%
27
+3
841
$1.24K ﹤0.01%
11
842
$1.24K ﹤0.01%
13
+3
843
$1.24K ﹤0.01%
22
+4
844
$1.24K ﹤0.01%
7
+2
845
$1.24K ﹤0.01%
12
+4
846
$1.24K ﹤0.01%
43
-23
847
$1.24K ﹤0.01%
50
+1
848
$1.24K ﹤0.01%
16
849
$1.23K ﹤0.01%
21
+2
850
$1.22K ﹤0.01%
56
+2
32 33
34
35 36