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
176
$46K 0.01%
+165
177
$44K 0.01%
+1,216
178
$44K 0.01%
+1,440
179
$44K 0.01%
+504
180
$43K 0.01%
+1,011
181
$43K 0.01%
+1,763
182
$43K 0.01%
+168
183
$43K 0.01%
+637
184
$41K 0.01%
+106
185
$40K 0.01%
+1,447
186
$40K 0.01%
+750
187
$39K 0.01%
+250
188
$39K 0.01%
+1,525
189
$39K 0.01%
+1,529
190
$39K 0.01%
+380
191
$39K 0.01%
+570
192
$39K 0.01%
+1,551
193
$38K 0.01%
+535
194
$38K 0.01%
+150
195
$37K 0.01%
+916
196
$37K 0.01%
+590
197
$37K 0.01%
+500
198
$37K 0.01%
+1,938
199
$37K 0.01%
+215
200
$36K 0.01%
+1,150
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8
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