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
1251
$442 ﹤0.01%
9
+3
1252
$442 ﹤0.01%
13
+1
1253
$441 ﹤0.01%
14
+1
1254
$441 ﹤0.01%
12
+1
1255
$440 ﹤0.01%
4
+1
1256
$439 ﹤0.01%
28
+15
1257
$439 ﹤0.01%
8
+1
1258
$436 ﹤0.01%
9
+2
1259
$436 ﹤0.01%
20
+2
1260
$436 ﹤0.01%
11
+3
1261
$434 ﹤0.01%
13
+2
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$433 ﹤0.01%
20
+4
1263
$432 ﹤0.01%
5
1264
$432 ﹤0.01%
25
+2
1265
$431 ﹤0.01%
18
+6
1266
$431 ﹤0.01%
11
+4
1267
$429 ﹤0.01%
26
+1
1268
$428 ﹤0.01%
7
+1
1269
$428 ﹤0.01%
29
+10
1270
$425 ﹤0.01%
7
-2
1271
$421 ﹤0.01%
11
-3
1272
$421 ﹤0.01%
8
+2
1273
$418 ﹤0.01%
15
+4
1274
$418 ﹤0.01%
20
+2
1275
$417 ﹤0.01%
13
+4
49 50
51
52 53