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
101
$175K 0.05%
+1,176
102
$173K 0.05%
+333
103
$166K 0.05%
+9,571
104
$160K 0.05%
+6,915
105
$157K 0.05%
+2,656
106
$154K 0.05%
+815
107
$154K 0.05%
+1,120
108
$149K 0.04%
+416
109
$149K 0.04%
+3,587
110
$149K 0.04%
+2,871
111
$143K 0.04%
+6,564
112
$138K 0.04%
+2,514
113
$138K 0.04%
+6,413
114
$136K 0.04%
+262
115
$132K 0.04%
+2,060
116
$131K 0.04%
+4,420
117
$127K 0.04%
+6,750
118
$126K 0.04%
+4,655
119
$113K 0.03%
+5,275
120
$110K 0.03%
+321
121
$109K 0.03%
+275
122
$106K 0.03%
+778
123
$102K 0.03%
+5,622
124
$101K 0.03%
+1,933
125
$101K 0.03%
+348
3 4
5
6 7