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
376
$10K ﹤0.01%
+280
377
$10K ﹤0.01%
+406
378
$10K ﹤0.01%
+71
379
$10K ﹤0.01%
+200
380
$9K ﹤0.01%
+100
381
$9K ﹤0.01%
+40
382
$9K ﹤0.01%
+118
383
$9K ﹤0.01%
+98
384
$9K ﹤0.01%
+140
385
$9K ﹤0.01%
+151
386
$9K ﹤0.01%
+130
387
$8K ﹤0.01%
+67
388
$8K ﹤0.01%
+9
389
$8K ﹤0.01%
+33
390
$8K ﹤0.01%
+100
391
$8K ﹤0.01%
+604
392
$8K ﹤0.01%
+231
393
$8K ﹤0.01%
+475
394
$8K ﹤0.01%
+115
395
$7K ﹤0.01%
+60
396
$7K ﹤0.01%
+372
397
$7K ﹤0.01%
+77
398
$7K ﹤0.01%
+59
399
$7K ﹤0.01%
+100
400
$7K ﹤0.01%
+330
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