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
1451
$202 ﹤0.01%
58
1452
$202 ﹤0.01%
1
1453
$202 ﹤0.01%
9
+3
1454
$201 ﹤0.01%
9
+1
1455
$200 ﹤0.01%
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+28
1456
$200 ﹤0.01%
3
1457
$199 ﹤0.01%
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+5
1458
$198 ﹤0.01%
3
+1
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$198 ﹤0.01%
13
+7
1460
$198 ﹤0.01%
6
-1
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$197 ﹤0.01%
5
-4
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$194 ﹤0.01%
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$193 ﹤0.01%
8
1464
$192 ﹤0.01%
6
+4
1465
$192 ﹤0.01%
28
+5
1466
$188 ﹤0.01%
+7
1467
$188 ﹤0.01%
3
-1
1468
$187 ﹤0.01%
10
+7
1469
$184 ﹤0.01%
4
+2
1470
$181 ﹤0.01%
20
1471
$181 ﹤0.01%
7
-2
1472
$179 ﹤0.01%
21
+1
1473
$177 ﹤0.01%
25
+11
1474
$177 ﹤0.01%
5
+1
1475
$177 ﹤0.01%
+7
57 58
59
60 61