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
376
$9.48K ﹤0.01%
15
377
$9.4K ﹤0.01%
20
378
$9.35K ﹤0.01%
245
-53
379
$9.33K ﹤0.01%
139
+7
380
$9.33K ﹤0.01%
24
-3
381
$9.29K ﹤0.01%
115
382
$9.28K ﹤0.01%
62
383
$9.28K ﹤0.01%
132
-18
384
$9.23K ﹤0.01%
34
+10
385
$9.2K ﹤0.01%
28
+13
386
$9.13K ﹤0.01%
88
-356
387
$9.1K ﹤0.01%
35
-1
388
$9.08K ﹤0.01%
44
389
$9.06K ﹤0.01%
44
-4
390
$8.95K ﹤0.01%
308
+183
391
$8.92K ﹤0.01%
46
+37
392
$8.69K ﹤0.01%
500
393
$8.53K ﹤0.01%
44
-5
394
$8.43K ﹤0.01%
2
395
$8.41K ﹤0.01%
129
+5
396
$8.41K ﹤0.01%
218
-2
397
$8.41K ﹤0.01%
8
398
$8.3K ﹤0.01%
206
+6
399
$8.26K ﹤0.01%
+243
400
$8.21K ﹤0.01%
106
14 15
16
17 18