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
1151
$598 ﹤0.01%
23
+13
1152
$596 ﹤0.01%
9
1153
$596 ﹤0.01%
8
1154
$595 ﹤0.01%
6
-2
1155
$594 ﹤0.01%
8
1156
$587 ﹤0.01%
26
+1
1157
$587 ﹤0.01%
65
+2
1158
$587 ﹤0.01%
42
+2
1159
$585 ﹤0.01%
24
+4
1160
$582 ﹤0.01%
11
+4
1161
$581 ﹤0.01%
13
+1
1162
$581 ﹤0.01%
99
+29
1163
$580 ﹤0.01%
5
-2
1164
$579 ﹤0.01%
41
+10
1165
$572 ﹤0.01%
4
1166
$570 ﹤0.01%
12
+3
1167
$569 ﹤0.01%
8
+3
1168
$568 ﹤0.01%
15
1169
$567 ﹤0.01%
13
-3
1170
$566 ﹤0.01%
10
+5
1171
$565 ﹤0.01%
9
+4
1172
$565 ﹤0.01%
69
+41
1173
$565 ﹤0.01%
8
+2
1174
$564 ﹤0.01%
14
+7
1175
$562 ﹤0.01%
7
-1
45 46
47
48 49