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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
476
$2K ﹤0.01%
+20
477
$2K ﹤0.01%
+6
478
$2K ﹤0.01%
+75
479
$2K ﹤0.01%
+400
480
$2K ﹤0.01%
+51
481
$2K ﹤0.01%
+38
482
$1K ﹤0.01%
+9
483
– –
0
484
$1K ﹤0.01%
+8
485
$1K ﹤0.01%
+104
486
$1K ﹤0.01%
+10
487
$1K ﹤0.01%
+1
488
– –
0
489
$1K ﹤0.01%
+9
490
$1K ﹤0.01%
+10
491
$1K ﹤0.01%
+5
492
$1K ﹤0.01%
+5
493
$1K ﹤0.01%
+20
494
$1K ﹤0.01%
+6
495
$1K ﹤0.01%
+45
496
$1K ﹤0.01%
+3
497
$1K ﹤0.01%
+5
498
$1K ﹤0.01%
+3
499
$1K ﹤0.01%
+9
500
$1K ﹤0.01%
+32
18 19
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