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
951
$968 ﹤0.01%
7
952
$967 ﹤0.01%
29
+5
953
$966 ﹤0.01%
41
+7
954
$966 ﹤0.01%
18
955
$965 ﹤0.01%
16
956
$964 ﹤0.01%
13
-1
957
$964 ﹤0.01%
14
+2
958
$962 ﹤0.01%
8
+1
959
$961 ﹤0.01%
7
+2
960
$960 ﹤0.01%
56
+21
961
$960 ﹤0.01%
88
-4
962
$959 ﹤0.01%
112
+29
963
$955 ﹤0.01%
18
+2
964
$954 ﹤0.01%
13
+4
965
$950 ﹤0.01%
13
+5
966
$949 ﹤0.01%
23
967
$949 ﹤0.01%
28
-6
968
$947 ﹤0.01%
28
969
$947 ﹤0.01%
4
-1
970
$946 ﹤0.01%
34
-1
971
$941 ﹤0.01%
+16
972
$941 ﹤0.01%
9
+1
973
$939 ﹤0.01%
21
+4
974
$933 ﹤0.01%
75
+8
975
$932 ﹤0.01%
154
37 38
39
40 41