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
201
$35K 0.01%
+1,365
202
$35K 0.01%
+332
203
$34K 0.01%
+205
204
$34K 0.01%
+1,497
205
$34K 0.01%
+678
206
$33K 0.01%
+950
207
$33K 0.01%
+93
208
$33K 0.01%
+87
209
$32K 0.01%
+113
210
$32K 0.01%
+1,511
211
$32K 0.01%
+139
212
$32K 0.01%
+767
213
$32K 0.01%
+91
214
$31K 0.01%
+360
215
$31K 0.01%
+1,437
216
$31K 0.01%
+1,425
217
$31K 0.01%
+336
218
$31K 0.01%
+186
219
$31K 0.01%
+67
220
$30K 0.01%
+550
221
$30K 0.01%
+485
222
$30K 0.01%
+663
223
$29K 0.01%
+475
224
$29K 0.01%
+274
225
$29K 0.01%
+300
7 8
9
10 11