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
176
$40.1K 0.01%
342
+36
177
$39.6K 0.01%
190
+127
178
$38.8K 0.01%
+470
179
$38.7K 0.01%
191
180
$38K 0.01%
485
+238
181
$37.3K 0.01%
169
+6
182
$36.8K 0.01%
+135
183
$36.6K 0.01%
230
184
$36.5K 0.01%
1,245
+390
185
$35.2K 0.01%
89
+5
186
$35.1K 0.01%
3,918
+40
187
$34.5K 0.01%
207
+21
188
$34.3K 0.01%
498
+53
189
$34.1K 0.01%
999
+6
190
$34K 0.01%
321
+13
191
$33.6K 0.01%
314
-7
192
$33.1K 0.01%
526
+4
193
$32.9K 0.01%
207
+1
194
$32.7K 0.01%
1,938
195
$32.2K 0.01%
522
+4
196
$32K 0.01%
392
+10
197
$31.7K 0.01%
496
-7
198
$31.6K 0.01%
263
+16
199
$31.2K 0.01%
+352
200
$30.3K 0.01%
552
+4
6 7
8
9 10