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
1476
$177 ﹤0.01%
11
-4
1477
$176 ﹤0.01%
2
-3
1478
$174 ﹤0.01%
2
1479
$174 ﹤0.01%
3
-2
1480
$173 ﹤0.01%
5
+1
1481
$170 ﹤0.01%
19
+8
1482
$169 ﹤0.01%
1
1483
$168 ﹤0.01%
16
+4
1484
$168 ﹤0.01%
10
1485
$166 ﹤0.01%
+9
1486
$165 ﹤0.01%
8
-2
1487
$164 ﹤0.01%
13
+3
1488
$158 ﹤0.01%
6
+1
1489
$156 ﹤0.01%
15
+1
1490
$155 ﹤0.01%
4
-1
1491
$155 ﹤0.01%
5
1492
$154 ﹤0.01%
15
+2
1493
$153 ﹤0.01%
12
-4
1494
$151 ﹤0.01%
3
1495
$150 ﹤0.01%
2
1496
$150 ﹤0.01%
5
-2
1497
$149 ﹤0.01%
4
+1
1498
$149 ﹤0.01%
5
+2
1499
$147 ﹤0.01%
18
+3
1500
$146 ﹤0.01%
9
-4
58 59
60
61 62