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
$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
351
$11.7K ﹤0.01%
157
+3
352
$11.7K ﹤0.01%
58
-17
353
$11.7K ﹤0.01%
210
354
$11.6K ﹤0.01%
58
355
$11.5K ﹤0.01%
100
356
$11.5K ﹤0.01%
+787
357
$11.4K ﹤0.01%
95
358
$11.2K ﹤0.01%
124
-200
359
$11.1K ﹤0.01%
45
-1
360
$10.8K ﹤0.01%
14
361
$10.7K ﹤0.01%
334
+306
362
$10.6K ﹤0.01%
20
+13
363
$10.5K ﹤0.01%
66
+18
364
$10.5K ﹤0.01%
38
365
$10.2K ﹤0.01%
+200
366
$10.2K ﹤0.01%
200
-23
367
$10K ﹤0.01%
65
+28
368
$10K ﹤0.01%
56
369
$9.88K ﹤0.01%
1,197
+1,040
370
$9.81K ﹤0.01%
1
371
$9.76K ﹤0.01%
477
-92
372
$9.68K ﹤0.01%
69
-1
373
$9.65K ﹤0.01%
136
+4
374
$9.64K ﹤0.01%
38
-1
375
$9.61K ﹤0.01%
118
+1
13 14
15
16 17