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
501
$1K ﹤0.01%
+32
502
$1K ﹤0.01%
+10
503
$1K ﹤0.01%
+16
504
$1K ﹤0.01%
+130
505
$1K ﹤0.01%
+7
506
$1K ﹤0.01%
+33
507
$1K ﹤0.01%
+76
508
$1K ﹤0.01%
+10
509
$1K ﹤0.01%
+28
510
$1K ﹤0.01%
+500
511
$1K ﹤0.01%
+8
512
$1K ﹤0.01%
+13
513
$1K ﹤0.01%
+1
514
– –
0
515
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+5
516
$1K ﹤0.01%
+10
517
$1K ﹤0.01%
+24
518
$1K ﹤0.01%
+30
519
$1K ﹤0.01%
+42
520
$1K ﹤0.01%
+340
521
$0 ﹤0.01%
+7
522
$0 ﹤0.01%
+3
523
$0 ﹤0.01%
+21
524
$0 ﹤0.01%
+2
525
$0 ﹤0.01%
+2
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