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
301
$17K 0.01%
+65
302
$16K ﹤0.01%
+864
303
$16K ﹤0.01%
+141
304
$16K ﹤0.01%
+495
305
$16K ﹤0.01%
+1,000
306
$16K ﹤0.01%
+77
307
$16K ﹤0.01%
+137
308
$15K ﹤0.01%
+86
309
$15K ﹤0.01%
+167
310
$15K ﹤0.01%
+19
311
$15K ﹤0.01%
+425
312
$15K ﹤0.01%
+100
313
$15K ﹤0.01%
+86
314
$15K ﹤0.01%
+264
315
$15K ﹤0.01%
+92
316
$15K ﹤0.01%
+198
317
$15K ﹤0.01%
+351
318
$15K ﹤0.01%
+267
319
$15K ﹤0.01%
+140
320
$14K ﹤0.01%
+163
321
$14K ﹤0.01%
+342
322
$14K ﹤0.01%
+160
323
$14K ﹤0.01%
+57
324
$14K ﹤0.01%
+160
325
$14K ﹤0.01%
+252
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