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
976
$931 ﹤0.01%
16
+1
977
$928 ﹤0.01%
86
+41
978
$928 ﹤0.01%
6
+1
979
$927 ﹤0.01%
20
+12
980
$924 ﹤0.01%
2
981
$921 ﹤0.01%
4
+2
982
$916 ﹤0.01%
3
983
$916 ﹤0.01%
16
+4
984
$916 ﹤0.01%
6
+1
985
$914 ﹤0.01%
9
986
$909 ﹤0.01%
18
+7
987
$905 ﹤0.01%
13
+2
988
$904 ﹤0.01%
13
989
$903 ﹤0.01%
28
990
$902 ﹤0.01%
12
991
$897 ﹤0.01%
16
+4
992
$893 ﹤0.01%
14
+1
993
$892 ﹤0.01%
13
+2
994
$878 ﹤0.01%
6
995
$872 ﹤0.01%
11
+1
996
$871 ﹤0.01%
41
+2
997
$868 ﹤0.01%
6
-3
998
$866 ﹤0.01%
13
999
$866 ﹤0.01%
34
-10
1000
$864 ﹤0.01%
12
-10
38 39
40
41 42