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
1201
$521 ﹤0.01%
13
-3
1202
$519 ﹤0.01%
3
1203
$519 ﹤0.01%
4
+1
1204
$518 ﹤0.01%
10
1205
$516 ﹤0.01%
12
+6
1206
$514 ﹤0.01%
31
+12
1207
$514 ﹤0.01%
6
-1
1208
$512 ﹤0.01%
44
1209
$511 ﹤0.01%
14
+2
1210
$510 ﹤0.01%
9
1211
$509 ﹤0.01%
11
1212
$505 ﹤0.01%
5
-1
1213
$504 ﹤0.01%
9
+5
1214
$503 ﹤0.01%
16
+9
1215
$502 ﹤0.01%
5
+1
1216
$498 ﹤0.01%
20
+2
1217
$497 ﹤0.01%
11
1218
$496 ﹤0.01%
8
+1
1219
$493 ﹤0.01%
+1
1220
$492 ﹤0.01%
29
+8
1221
$491 ﹤0.01%
18
+10
1222
$490 ﹤0.01%
17
+2
1223
$490 ﹤0.01%
16
+1
1224
$489 ﹤0.01%
9
+1
1225
$489 ﹤0.01%
10
-2
47 48
49
50 51