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
1426
$239 ﹤0.01%
5
+2
1427
$238 ﹤0.01%
+2
1428
$238 ﹤0.01%
37
+5
1429
$238 ﹤0.01%
26
-7
1430
$232 ﹤0.01%
24
-1
1431
$232 ﹤0.01%
8
1432
$230 ﹤0.01%
7
1433
$230 ﹤0.01%
7
+3
1434
$225 ﹤0.01%
18
+7
1435
$225 ﹤0.01%
+7
1436
$225 ﹤0.01%
3
-2
1437
$222 ﹤0.01%
4
1438
$222 ﹤0.01%
8
+4
1439
$217 ﹤0.01%
34
+12
1440
$214 ﹤0.01%
+6
1441
$213 ﹤0.01%
10
+3
1442
$212 ﹤0.01%
7
+2
1443
$209 ﹤0.01%
3
-325
1444
$208 ﹤0.01%
14
-3
1445
$207 ﹤0.01%
21
-3
1446
$207 ﹤0.01%
16
+5
1447
$207 ﹤0.01%
11
+4
1448
$205 ﹤0.01%
4
+1
1449
$203 ﹤0.01%
4
1450
$203 ﹤0.01%
2
56 57
58
59 60