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
1176
$561 ﹤0.01%
6
1177
$560 ﹤0.01%
31
+3
1178
$560 ﹤0.01%
16
+1
1179
$560 ﹤0.01%
6
+1
1180
$557 ﹤0.01%
83
+35
1181
$553 ﹤0.01%
16
1182
$553 ﹤0.01%
11
+2
1183
$549 ﹤0.01%
19
+3
1184
$547 ﹤0.01%
8
1185
$543 ﹤0.01%
29
-2
1186
$542 ﹤0.01%
12
+3
1187
$541 ﹤0.01%
8
+1
1188
$541 ﹤0.01%
17
+6
1189
$541 ﹤0.01%
13
+3
1190
$538 ﹤0.01%
29
+6
1191
$538 ﹤0.01%
40
+4
1192
$536 ﹤0.01%
9
+1
1193
$534 ﹤0.01%
21
+5
1194
$533 ﹤0.01%
19
+2
1195
$533 ﹤0.01%
16
-12
1196
$532 ﹤0.01%
2
-1
1197
$529 ﹤0.01%
36
+1
1198
$529 ﹤0.01%
23
-3
1199
$525 ﹤0.01%
5
+2
1200
$523 ﹤0.01%
23
+3
46 47
48
49 50