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
351
$12K ﹤0.01%
+105
352
$12K ﹤0.01%
+378
353
$12K ﹤0.01%
+490
354
$12K ﹤0.01%
+267
355
$11K ﹤0.01%
+192
356
$11K ﹤0.01%
+429
357
$11K ﹤0.01%
+225
358
$11K ﹤0.01%
+55
359
$11K ﹤0.01%
+1,500
360
$11K ﹤0.01%
+188
361
$11K ﹤0.01%
+600
362
$11K ﹤0.01%
+35
363
$11K ﹤0.01%
+503
364
$11K ﹤0.01%
+60
365
$11K ﹤0.01%
+2,000
366
$10K ﹤0.01%
+95
367
$10K ﹤0.01%
+100
368
$10K ﹤0.01%
+444
369
$10K ﹤0.01%
+264
370
$10K ﹤0.01%
+128
371
$10K ﹤0.01%
+200
372
$10K ﹤0.01%
+294
373
$10K ﹤0.01%
+645
374
$10K ﹤0.01%
+162
375
$10K ﹤0.01%
+182
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