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
451
$3K ﹤0.01%
+21
452
$3K ﹤0.01%
+61
453
$3K ﹤0.01%
+40
454
$3K ﹤0.01%
+25
455
$3K ﹤0.01%
+35
456
$3K ﹤0.01%
+105
457
$3K ﹤0.01%
+25
458
$3K ﹤0.01%
+13
459
$3K ﹤0.01%
+96
460
$3K ﹤0.01%
+33
461
$3K ﹤0.01%
+50
462
$3K ﹤0.01%
+51
463
$3K ﹤0.01%
+3,400
464
$3K ﹤0.01%
+140
465
$2K ﹤0.01%
+400
466
$2K ﹤0.01%
+5
467
$2K ﹤0.01%
+21
468
$2K ﹤0.01%
+10
469
$2K ﹤0.01%
+38
470
$2K ﹤0.01%
+6
471
$2K ﹤0.01%
+33
472
$2K ﹤0.01%
+90
473
$2K ﹤0.01%
+35
474
– –
0
475
$2K ﹤0.01%
+20
17 18
19
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