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
151
$66K 0.02%
+101
152
$66K 0.02%
+1,184
153
$65K 0.02%
+263
154
$64K 0.02%
+252
155
$64K 0.02%
+600
156
$64K 0.02%
+1,323
157
$62K 0.02%
+1,023
158
$61K 0.02%
+1,324
159
$60K 0.02%
+1,246
160
$59K 0.02%
+8,461
161
$58K 0.02%
+491
162
$58K 0.02%
+2,000
163
$56K 0.02%
+157
164
$55K 0.02%
+587
165
$54K 0.02%
+2,463
166
$54K 0.02%
+1,050
167
$52K 0.02%
+500
168
$51K 0.02%
+395
169
$51K 0.02%
+203
170
$51K 0.02%
+318
171
$49K 0.01%
+1,200
172
$49K 0.01%
+140
173
$48K 0.01%
+1,890
174
$47K 0.01%
+2,238
175
$46K 0.01%
+574
5 6
7
8 9