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
151
$54.3K 0.01%
+1,142
152
$54.3K 0.01%
181
+1
153
$53.6K 0.01%
154
+56
154
$53.2K 0.01%
+1,533
155
$52.3K 0.01%
1,279
-237
156
$52.1K 0.01%
1,176
+17
157
$51.5K 0.01%
259
158
$51.5K 0.01%
1,597
159
$50.9K 0.01%
411
160
$50.2K 0.01%
+1,015
161
$50.1K 0.01%
1,703
+2
162
$49K 0.01%
844
+3
163
$48.5K 0.01%
3,907
+23
164
$47.6K 0.01%
229
+1
165
$46.5K 0.01%
5,000
-38,395
166
$46K 0.01%
142
+32
167
$44.9K 0.01%
2,017
+14
168
$44.3K 0.01%
119
+1
169
$44.1K 0.01%
2,238
170
$44K 0.01%
166
171
$43.9K 0.01%
4,536
172
$43.2K 0.01%
167
+2
173
$42.5K 0.01%
225
+105
174
$42.1K 0.01%
548
+18
175
$42K 0.01%
1,229
-2
5 6
7
8 9