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
1276
$417 ﹤0.01%
34
-6
1277
$417 ﹤0.01%
24
+2
1278
$416 ﹤0.01%
8
+1
1279
$415 ﹤0.01%
21
+1
1280
$414 ﹤0.01%
24
-13
1281
$412 ﹤0.01%
17
-1
1282
$412 ﹤0.01%
21
+6
1283
$411 ﹤0.01%
12
+3
1284
$410 ﹤0.01%
7
+4
1285
$407 ﹤0.01%
9
-1
1286
$406 ﹤0.01%
+16
1287
$406 ﹤0.01%
32
-5
1288
$405 ﹤0.01%
9
+5
1289
$404 ﹤0.01%
2
1290
$402 ﹤0.01%
13
+2
1291
$402 ﹤0.01%
3
-5
1292
$400 ﹤0.01%
16
+4
1293
$399 ﹤0.01%
+2
1294
$398 ﹤0.01%
36
+16
1295
$398 ﹤0.01%
5
+1
1296
$397 ﹤0.01%
10
1297
$397 ﹤0.01%
52
+12
1298
$394 ﹤0.01%
5
1299
$394 ﹤0.01%
8
+2
1300
$393 ﹤0.01%
14
+2
50 51
52
53 54