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
1076
$707 ﹤0.01%
18
-4
1077
$706 ﹤0.01%
9
1078
$706 ﹤0.01%
4
+1
1079
$705 ﹤0.01%
19
-7
1080
$705 ﹤0.01%
26
+3
1081
$704 ﹤0.01%
28
+7
1082
$704 ﹤0.01%
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-1
1083
$704 ﹤0.01%
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1084
$703 ﹤0.01%
3
+2
1085
$701 ﹤0.01%
4
+1
1086
$700 ﹤0.01%
6
+1
1087
$698 ﹤0.01%
42
+24
1088
$697 ﹤0.01%
7
-1
1089
$696 ﹤0.01%
20
+4
1090
$695 ﹤0.01%
6
-3
1091
$692 ﹤0.01%
10
+3
1092
$692 ﹤0.01%
2
1093
$688 ﹤0.01%
18
+6
1094
$687 ﹤0.01%
9
+2
1095
$686 ﹤0.01%
13
+1
1096
$684 ﹤0.01%
9
+1
1097
$679 ﹤0.01%
53
-11
1098
$679 ﹤0.01%
10
+5
1099
$677 ﹤0.01%
5
+2
1100
$677 ﹤0.01%
16
+1
42 43
44
45 46