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
276
$20K 0.01%
+67
277
$20K 0.01%
+300
278
$20K 0.01%
+396
279
$19K 0.01%
+117
280
$19K 0.01%
+1,419
281
$19K 0.01%
+112
282
$19K 0.01%
+555
283
$19K 0.01%
+520
284
$19K 0.01%
+200
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%
+168
294
$17K 0.01%
+64
295
$17K 0.01%
+535
296
$17K 0.01%
+66
297
$17K 0.01%
+65
298
$17K 0.01%
+200
299
$17K 0.01%
+162
300
$17K 0.01%
+669
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