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
1601
$43 ﹤0.01%
9
+2
1602
$41 ﹤0.01%
5
-1
1603
$41 ﹤0.01%
3
1604
$40 ﹤0.01%
1
1605
$39 ﹤0.01%
+1
1606
$38 ﹤0.01%
1
1607
$34 ﹤0.01%
4
1608
$32 ﹤0.01%
+1
1609
$32 ﹤0.01%
2
-1
1610
$31 ﹤0.01%
10
1611
$31 ﹤0.01%
+3
1612
$30 ﹤0.01%
3
-2
1613
$24 ﹤0.01%
4
1614
$22 ﹤0.01%
1
-6
1615
$20 ﹤0.01%
+2
1616
$19 ﹤0.01%
+2
1617
$19 ﹤0.01%
1
-21
1618
$18 ﹤0.01%
+2
1619
$18 ﹤0.01%
1
-2,221
1620
$17 ﹤0.01%
3
+1
1621
$15 ﹤0.01%
2
1622
$12 ﹤0.01%
10
1623
$9 ﹤0.01%
1
-5
1624
$9 ﹤0.01%
1
1625
$9 ﹤0.01%
2
-14
63 64
65
66 67