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
1576
$67 ﹤0.01%
4
1577
$66 ﹤0.01%
8
+1
1578
$66 ﹤0.01%
2
1579
$65 ﹤0.01%
2
1580
$62 ﹤0.01%
2
-1
1581
$62 ﹤0.01%
6
+1
1582
$59 ﹤0.01%
41
-73
1583
$57 ﹤0.01%
+2
1584
$54 ﹤0.01%
6
-1
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$54 ﹤0.01%
4
+1
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$53 ﹤0.01%
5
1587
$51 ﹤0.01%
6
-3
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$51 ﹤0.01%
6
-5
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$49 ﹤0.01%
25
1590
$47 ﹤0.01%
15
+13
1591
$47 ﹤0.01%
4
+2
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$46 ﹤0.01%
3
-1
1593
– –
-1
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$46 ﹤0.01%
3
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$46 ﹤0.01%
+4
1596
$45 ﹤0.01%
3
-1
1597
$45 ﹤0.01%
+2
1598
$44 ﹤0.01%
14
1599
$44 ﹤0.01%
1
-1
1600
$43 ﹤0.01%
15
62 63
64
65 66