SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.52M
3
+$2.79M
4
PFC
Premier Financial Corp. Common Stock
PFC
+$1.73M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$1.02M

Top Sells

1
+$1.62M
2
+$1.35M
3
+$277K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$148K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$141K

Sector Composition

1 Technology 4.7%
2 Consumer Staples 4.14%
3 Healthcare 3.71%
4 Financials 1.64%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28.6K 0.01%
298
252
$28.2K 0.01%
173
-1
253
$28.1K 0.01%
339
254
$28K ﹤0.01%
350
255
$27.7K ﹤0.01%
900
256
$27.3K ﹤0.01%
+1,375
257
$27.3K ﹤0.01%
474
+374
258
$27K ﹤0.01%
491
-17
259
$26.6K ﹤0.01%
+1,000
260
$26.1K ﹤0.01%
824
261
$26K ﹤0.01%
295
-30
262
$24.3K ﹤0.01%
105
263
$24.3K ﹤0.01%
142
+90
264
$24.1K ﹤0.01%
1,027
-926
265
$24.1K ﹤0.01%
232
+4
266
$23.3K ﹤0.01%
248
+22
267
$23K ﹤0.01%
256
-1
268
$22.8K ﹤0.01%
329
269
$22.3K ﹤0.01%
409
-4
270
$21.9K ﹤0.01%
106
+60
271
$21.9K ﹤0.01%
2,978
+22
272
$21.9K ﹤0.01%
249
-177
273
$21.8K ﹤0.01%
988
+900
274
$21.7K ﹤0.01%
121
+59
275
$21.7K ﹤0.01%
77
9 10
11
12 13