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
476
$2K ﹤0.01%
+25
477
$2K ﹤0.01%
+134
478
$2K ﹤0.01%
+20
479
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+6
480
$2K ﹤0.01%
+75
481
$2K ﹤0.01%
+51
482
$1K ﹤0.01%
+104
483
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+10
484
$1K ﹤0.01%
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485
$1K ﹤0.01%
+1
486
$1K ﹤0.01%
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487
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495
$1K ﹤0.01%
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496
$1K ﹤0.01%
+9
497
– –
0
498
$1K ﹤0.01%
+24
499
$1K ﹤0.01%
+203
500
$1K ﹤0.01%
+20
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