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
876
$1.14K ﹤0.01%
14
+5
877
$1.14K ﹤0.01%
14
+5
878
$1.14K ﹤0.01%
44
+1
879
$1.14K ﹤0.01%
46
+8
880
$1.14K ﹤0.01%
11
+1
881
$1.14K ﹤0.01%
30
-10
882
$1.13K ﹤0.01%
6
+1
883
$1.12K ﹤0.01%
16
884
$1.12K ﹤0.01%
87
+4
885
$1.12K ﹤0.01%
14
+2
886
$1.12K ﹤0.01%
2
887
$1.12K ﹤0.01%
37
+16
888
$1.12K ﹤0.01%
+30
889
$1.11K ﹤0.01%
27
+3
890
$1.11K ﹤0.01%
29
+1
891
$1.11K ﹤0.01%
34
+1
892
$1.11K ﹤0.01%
10
+6
893
$1.1K ﹤0.01%
14
894
$1.1K ﹤0.01%
76
-11
895
$1.1K ﹤0.01%
117
+15
896
$1.09K ﹤0.01%
24
+12
897
$1.09K ﹤0.01%
20
+9
898
$1.09K ﹤0.01%
10
-1
899
$1.09K ﹤0.01%
20
+6
900
$1.09K ﹤0.01%
10
+3
34 35
36
37 38