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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$20.9M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$8.64M
5
LLY icon
Eli Lilly
LLY
+$5.19M

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
251
$24K 0.01%
+1,000
252
$23K 0.01%
+100
253
$23K 0.01%
+1,533
254
$23K 0.01%
+126
255
$23K 0.01%
+405
256
$23K 0.01%
+500
257
$23K 0.01%
+17
258
$23K 0.01%
+100
259
$23K 0.01%
+480
260
$23K 0.01%
+192
261
$23K 0.01%
+414
262
$23K 0.01%
+86
263
$22K 0.01%
+765
264
$22K 0.01%
+278
265
$21K 0.01%
+274
266
$21K 0.01%
+55
267
$21K 0.01%
+200
268
$21K 0.01%
+133
269
$21K 0.01%
+1,000
270
$21K 0.01%
+185
271
$20K 0.01%
+67
272
$20K 0.01%
+300
273
$20K 0.01%
+396
274
$20K 0.01%
+1,256
275
$20K 0.01%
+294
9 10
11
12 13