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
901
$1.08K ﹤0.01%
19
+1
902
$1.08K ﹤0.01%
43
903
$1.08K ﹤0.01%
15
+3
904
$1.08K ﹤0.01%
16
+2
905
$1.08K ﹤0.01%
20
+7
906
$1.08K ﹤0.01%
22
+4
907
$1.08K ﹤0.01%
8
908
$1.08K ﹤0.01%
74
+7
909
$1.08K ﹤0.01%
29
+4
910
$1.07K ﹤0.01%
23
+1
911
$1.07K ﹤0.01%
40
+7
912
$1.07K ﹤0.01%
1
913
$1.07K ﹤0.01%
42
+10
914
$1.06K ﹤0.01%
29
+4
915
$1.06K ﹤0.01%
13
+2
916
$1.06K ﹤0.01%
60
+4
917
$1.06K ﹤0.01%
4
918
$1.05K ﹤0.01%
13
+5
919
$1.05K ﹤0.01%
14
+4
920
$1.05K ﹤0.01%
14
-1
921
$1.04K ﹤0.01%
4
+2
922
$1.03K ﹤0.01%
26
+6
923
$1.03K ﹤0.01%
12
-2
924
$1.03K ﹤0.01%
68
+24
925
$1.02K ﹤0.01%
12
+1
35 36
37
38 39