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
1526
$117 ﹤0.01%
8
-1
1527
$117 ﹤0.01%
2
+1
1528
$117 ﹤0.01%
18
+8
1529
$115 ﹤0.01%
3
1530
$115 ﹤0.01%
3
-1
1531
$113 ﹤0.01%
3
1532
$113 ﹤0.01%
+15
1533
$112 ﹤0.01%
+1
1534
$111 ﹤0.01%
9
-6
1535
$111 ﹤0.01%
9
1536
$111 ﹤0.01%
4
1537
$106 ﹤0.01%
11
+2
1538
$104 ﹤0.01%
2
-7
1539
$103 ﹤0.01%
3
+1
1540
$102 ﹤0.01%
+3
1541
$101 ﹤0.01%
4
+2
1542
$100 ﹤0.01%
5
1543
$99 ﹤0.01%
30
+4
1544
$98 ﹤0.01%
29
+3
1545
$97 ﹤0.01%
10
-35
1546
$97 ﹤0.01%
6
+2
1547
$96 ﹤0.01%
3
1548
$95 ﹤0.01%
2
-1
1549
$95 ﹤0.01%
14
+9
1550
$95 ﹤0.01%
+3
60 61
62
63 64