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
1126
$637 ﹤0.01%
10
+1
1127
$636 ﹤0.01%
8
-1
1128
$634 ﹤0.01%
37
+14
1129
$634 ﹤0.01%
7
+2
1130
$631 ﹤0.01%
4
+1
1131
$631 ﹤0.01%
6
+1
1132
$629 ﹤0.01%
+140
1133
$627 ﹤0.01%
7
+1
1134
$625 ﹤0.01%
21
+4
1135
$623 ﹤0.01%
7
-1
1136
$622 ﹤0.01%
9
-4
1137
$621 ﹤0.01%
5
+1
1138
$618 ﹤0.01%
22
+2
1139
$618 ﹤0.01%
18
-5
1140
$616 ﹤0.01%
+1
1141
$616 ﹤0.01%
53
-16
1142
$614 ﹤0.01%
6
+2
1143
$610 ﹤0.01%
6
1144
$610 ﹤0.01%
3
1145
$608 ﹤0.01%
7
+6
1146
$606 ﹤0.01%
21
+4
1147
$606 ﹤0.01%
5
+2
1148
$603 ﹤0.01%
77
1149
$602 ﹤0.01%
9
+1
1150
$600 ﹤0.01%
60
+15
44 45
46
47 48