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
276
$20K 0.01%
+94
277
$20K 0.01%
+49
278
$20K 0.01%
+450
279
$19K 0.01%
+555
280
$19K 0.01%
+520
281
$19K 0.01%
+200
282
$19K 0.01%
+117
283
$19K 0.01%
+1,419
284
$19K 0.01%
+112
285
$18K 0.01%
+551
286
$18K 0.01%
+131
287
$18K 0.01%
+398
288
$18K 0.01%
+114
289
$18K 0.01%
+97
290
$18K 0.01%
+29
291
$18K 0.01%
+200
292
$17K 0.01%
+188
293
$17K 0.01%
+200
294
$17K 0.01%
+162
295
$17K 0.01%
+669
296
$17K 0.01%
+281
297
$17K 0.01%
+168
298
$17K 0.01%
+64
299
$17K 0.01%
+535
300
$17K 0.01%
+66
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