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
426
$5K ﹤0.01%
+66
427
$5K ﹤0.01%
+281
428
$5K ﹤0.01%
+600
429
$5K ﹤0.01%
+388
430
$5K ﹤0.01%
+10,000
431
$5K ﹤0.01%
+44
432
$5K ﹤0.01%
+171
433
$5K ﹤0.01%
+1,000
434
$5K ﹤0.01%
+19
435
$4K ﹤0.01%
+500
436
$4K ﹤0.01%
+60
437
$4K ﹤0.01%
+80
438
$4K ﹤0.01%
+24
439
$4K ﹤0.01%
+250
440
$4K ﹤0.01%
+5
441
$4K ﹤0.01%
+200
442
$4K ﹤0.01%
+8
443
$4K ﹤0.01%
+200
444
$4K ﹤0.01%
+100
445
$4K ﹤0.01%
+14
446
$4K ﹤0.01%
+21
447
$4K ﹤0.01%
+32
448
$3K ﹤0.01%
+100
449
$3K ﹤0.01%
+34
450
$3K ﹤0.01%
+50
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