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
501
$1K ﹤0.01%
+6
502
$1K ﹤0.01%
+45
503
$1K ﹤0.01%
+3
504
$1K ﹤0.01%
+5
505
$1K ﹤0.01%
+3
506
$1K ﹤0.01%
+9
507
$1K ﹤0.01%
+32
508
$1K ﹤0.01%
+10
509
$1K ﹤0.01%
+16
510
$1K ﹤0.01%
+130
511
$1K ﹤0.01%
+7
512
$1K ﹤0.01%
+33
513
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+76
514
$1K ﹤0.01%
+10
515
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+28
516
$1K ﹤0.01%
+30
517
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+42
518
$1K ﹤0.01%
+500
519
$1K ﹤0.01%
+340
520
$1K ﹤0.01%
+8
521
$0 ﹤0.01%
+1
522
– –
0
523
$0 ﹤0.01%
+1
524
$0 ﹤0.01%
+7
525
$0 ﹤0.01%
+3
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