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
126
$101K 0.03%
+1,173
127
$99K 0.03%
+2,100
128
$96K 0.03%
+750
129
$95K 0.03%
+1,554
130
$92K 0.03%
+373
131
$91K 0.03%
+1,792
132
$88K 0.03%
+1,829
133
$88K 0.03%
+1,746
134
$88K 0.03%
+515
135
$87K 0.03%
+500
136
$87K 0.03%
+423
137
$86K 0.03%
+4,130
138
$84K 0.03%
+2,314
139
$84K 0.03%
+371
140
$82K 0.02%
+1,350
141
$81K 0.02%
+1,570
142
$80K 0.02%
+5,201
143
$79K 0.02%
+440
144
$78K 0.02%
+2,880
145
$78K 0.02%
+3,567
146
$77K 0.02%
+1,232
147
$77K 0.02%
+297
148
$77K 0.02%
+3,008
149
$76K 0.02%
+844
150
$69K 0.02%
+520
4 5
6
7 8