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
1226
$488 ﹤0.01%
6
+1
1227
$487 ﹤0.01%
13
+1
1228
$487 ﹤0.01%
19
+3
1229
$484 ﹤0.01%
11
+2
1230
$484 ﹤0.01%
+2
1231
$480 ﹤0.01%
7
1232
$479 ﹤0.01%
3
+1
1233
$477 ﹤0.01%
8
+6
1234
$472 ﹤0.01%
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1235
$471 ﹤0.01%
7
+2
1236
$468 ﹤0.01%
+22
1237
$468 ﹤0.01%
7
+1
1238
$468 ﹤0.01%
8
+2
1239
$465 ﹤0.01%
11
+2
1240
$459 ﹤0.01%
29
-2
1241
$456 ﹤0.01%
16
-1
1242
$455 ﹤0.01%
6
1243
$452 ﹤0.01%
9
+1
1244
$452 ﹤0.01%
2
1245
$452 ﹤0.01%
6
+3
1246
$451 ﹤0.01%
19
+8
1247
$449 ﹤0.01%
37
+3
1248
$447 ﹤0.01%
12
+7
1249
$444 ﹤0.01%
12
-5
1250
$443 ﹤0.01%
13
+5
48 49
50
51 52