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
201
$30.1K 0.01%
312
-4
202
$29.8K 0.01%
197
+1
203
$29.1K 0.01%
350
+30
204
$28.9K 0.01%
364
+104
205
$28.4K 0.01%
500
206
$28.3K 0.01%
173
+14
207
$28K 0.01%
322
+1
208
$27.8K 0.01%
67
209
$27.4K 0.01%
880
+12
210
$27.4K 0.01%
11,461
211
$27.2K 0.01%
194
+69
212
$26.9K 0.01%
233
+7
213
$26.5K 0.01%
61
214
$25.5K 0.01%
+180
215
$25.2K 0.01%
924
+4
216
$24.9K 0.01%
712
217
$24.7K 0.01%
775
218
$24.2K 0.01%
121
+2
219
$24.1K 0.01%
524
+520
220
$23.4K 0.01%
300
221
$23.2K 0.01%
545
222
$22.9K 0.01%
444
-27
223
$22.6K 0.01%
79
+65
224
$22.5K 0.01%
325
225
$22.5K 0.01%
224
+201
7 8
9
10 11