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
76
$260K 0.08%
+5,746
77
$256K 0.08%
+1,652
78
$255K 0.08%
+1,813
79
$240K 0.07%
+579
80
$234K 0.07%
+1,054
81
$233K 0.07%
+1,483
82
$228K 0.07%
+4,572
83
$221K 0.07%
+1,533
84
$218K 0.07%
+435
85
$216K 0.06%
+4,866
86
$214K 0.06%
+11,503
87
$207K 0.06%
+838
88
$199K 0.06%
+1,469
89
$199K 0.06%
+3,142
90
$199K 0.06%
+4,572
91
$199K 0.06%
+591
92
$197K 0.06%
+4,041
93
$196K 0.06%
+10,547
94
$193K 0.06%
+3,271
95
$193K 0.06%
+2,636
96
$185K 0.06%
+1,078
97
$184K 0.06%
+3,333
98
$184K 0.06%
+1,200
99
$179K 0.05%
+2,055
100
$177K 0.05%
+662
2 3
4
5 6