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
401
$7K ﹤0.01%
+59
402
$7K ﹤0.01%
+100
403
$7K ﹤0.01%
+10
404
$7K ﹤0.01%
+77
405
$7K ﹤0.01%
+27
406
$6K ﹤0.01%
+450
407
$6K ﹤0.01%
+80
408
$6K ﹤0.01%
+106
409
$6K ﹤0.01%
+680
410
$6K ﹤0.01%
+74
411
$6K ﹤0.01%
+1,000
412
$6K ﹤0.01%
+41
413
$6K ﹤0.01%
+250
414
$6K ﹤0.01%
+60
415
$6K ﹤0.01%
+42
416
$6K ﹤0.01%
+80
417
$6K ﹤0.01%
+244
418
$6K ﹤0.01%
+516
419
$6K ﹤0.01%
+133
420
$6K ﹤0.01%
+269
421
$6K ﹤0.01%
+1,000
422
$6K ﹤0.01%
+110
423
$5K ﹤0.01%
+138
424
$5K ﹤0.01%
+20
425
$5K ﹤0.01%
+1,350
15 16
17
18 19