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
1376
$304 ﹤0.01%
40
-8
1377
$299 ﹤0.01%
20
+18
1378
$299 ﹤0.01%
9
1379
$298 ﹤0.01%
11
+3
1380
$297 ﹤0.01%
8
+3
1381
$294 ﹤0.01%
10
+6
1382
$294 ﹤0.01%
12
+4
1383
$291 ﹤0.01%
5
+1
1384
$291 ﹤0.01%
7
1385
$290 ﹤0.01%
10
+2
1386
$288 ﹤0.01%
27
1387
$286 ﹤0.01%
30
+4
1388
$284 ﹤0.01%
10
+4
1389
$283 ﹤0.01%
5
1390
$281 ﹤0.01%
+17
1391
$280 ﹤0.01%
3
-805
1392
$277 ﹤0.01%
6
+1
1393
$276 ﹤0.01%
13
+2
1394
$273 ﹤0.01%
10
+5
1395
$273 ﹤0.01%
3
+2
1396
$272 ﹤0.01%
5
1397
$272 ﹤0.01%
18
1398
$271 ﹤0.01%
9
+5
1399
$271 ﹤0.01%
6
-2
1400
$268 ﹤0.01%
8
54 55
56
57 58