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
426
$5K ﹤0.01%
+44
427
$5K ﹤0.01%
+171
428
$5K ﹤0.01%
+1,000
429
$5K ﹤0.01%
+66
430
$5K ﹤0.01%
+19
431
$5K ﹤0.01%
+281
432
$5K ﹤0.01%
+600
433
$5K ﹤0.01%
+388
434
$5K ﹤0.01%
+10,000
435
$4K ﹤0.01%
+500
436
$4K ﹤0.01%
+60
437
$4K ﹤0.01%
+100
438
$4K ﹤0.01%
+14
439
$4K ﹤0.01%
+20
440
$4K ﹤0.01%
+32
441
$4K ﹤0.01%
+80
442
$4K ﹤0.01%
+24
443
$4K ﹤0.01%
+250
444
$4K ﹤0.01%
+5
445
$4K ﹤0.01%
+200
446
$4K ﹤0.01%
+8
447
$4K ﹤0.01%
+200
448
$3K ﹤0.01%
+100
449
$3K ﹤0.01%
+34
450
$3K ﹤0.01%
+118
16 17
18
19 20