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
126
$84.6K 0.02%
1,447
-182
127
$81.9K 0.02%
500
128
$81.3K 0.02%
1,253
129
$79.9K 0.02%
1,746
130
$77.4K 0.02%
3,054
+14
131
$76.3K 0.02%
+1,186
132
$74.8K 0.02%
839
+507
133
$73.4K 0.02%
471
+6
134
$71.8K 0.02%
2,021
-537
135
$68.1K 0.02%
1,310
136
$66.6K 0.02%
3,570
137
$66.4K 0.02%
400
+5
138
$66K 0.02%
+2,570
139
$65.8K 0.02%
1,415
+20
140
$65.6K 0.02%
6,100
+9
141
$62.7K 0.02%
1,600
+10
142
$62.1K 0.02%
3,313
143
$61.8K 0.02%
3,190
144
$61.6K 0.02%
1,235
+850
145
$61.3K 0.02%
3,499
146
$59.9K 0.02%
945
+910
147
$57.3K 0.01%
2,440
148
$57K 0.01%
1,071
+36
149
$56.3K 0.01%
2,223
-187
150
$55.9K 0.01%
600
4 5
6
7 8