SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$18.8M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$7.69M
5
LLY icon
Eli Lilly
LLY
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 8.69%
2 Technology 5.12%
3 Financials 3.33%
4 Healthcare 2.53%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
+545
227
$28K 0.01%
+470
228
$28K 0.01%
+208
229
$27K 0.01%
+1,000
230
$27K 0.01%
+225
231
$27K 0.01%
+70
232
$27K 0.01%
+325
233
$27K 0.01%
+47
234
$26K 0.01%
+1,465
235
$26K 0.01%
+39
236
$26K 0.01%
+193
237
$26K 0.01%
+7,540
238
$26K 0.01%
+298
239
$26K 0.01%
+458
240
$26K 0.01%
+426
241
$25K 0.01%
+132
242
$25K 0.01%
+712
243
$25K 0.01%
+193
244
$25K 0.01%
+631
245
$24K 0.01%
+1,000
246
$24K 0.01%
+744
247
$24K 0.01%
+422
248
$24K 0.01%
+229
249
$24K 0.01%
+2,805
250
$24K 0.01%
+1,530
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