SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
326
$14K ﹤0.01%
+57
327
$14K ﹤0.01%
+160
328
$14K ﹤0.01%
+342
329
$14K ﹤0.01%
+163
330
$14K ﹤0.01%
+196
331
$14K ﹤0.01%
+313
332
$13K ﹤0.01%
+43
333
$13K ﹤0.01%
+100
334
$13K ﹤0.01%
+340
335
$13K ﹤0.01%
+432
336
$13K ﹤0.01%
+116
337
$13K ﹤0.01%
+45
338
$13K ﹤0.01%
+331
339
$13K ﹤0.01%
+215
340
$13K ﹤0.01%
+190
341
$13K ﹤0.01%
+75
342
$13K ﹤0.01%
+126
343
$13K ﹤0.01%
+630
344
$12K ﹤0.01%
+267
345
$12K ﹤0.01%
+130
346
$12K ﹤0.01%
+86
347
$12K ﹤0.01%
+186
348
$12K ﹤0.01%
+222
349
$12K ﹤0.01%
+182
350
$12K ﹤0.01%
+71
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