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
926
$1.02K ﹤0.01%
21
+3
927
$1.02K ﹤0.01%
11
+1
928
$1.02K ﹤0.01%
22
+6
929
$1.02K ﹤0.01%
7
+1
930
$1.01K ﹤0.01%
6
-1
931
$1.01K ﹤0.01%
32
+13
932
$1.01K ﹤0.01%
200
933
$1.01K ﹤0.01%
+12
934
$1.01K ﹤0.01%
7
935
$1.01K ﹤0.01%
10
+2
936
$1K ﹤0.01%
11
-2
937
$1K ﹤0.01%
7
-3
938
$995 ﹤0.01%
18
-1
939
$992 ﹤0.01%
6
-1
940
$991 ﹤0.01%
27
+3
941
$988 ﹤0.01%
65
+40
942
$985 ﹤0.01%
36
-1
943
$984 ﹤0.01%
15
944
$983 ﹤0.01%
5
-1
945
$982 ﹤0.01%
34
+7
946
$982 ﹤0.01%
10
947
$981 ﹤0.01%
9
+1
948
$978 ﹤0.01%
13
+5
949
$973 ﹤0.01%
21
950
$971 ﹤0.01%
59
+7
36 37
38
39 40