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
401
$8.18K ﹤0.01%
19
-1
402
$8.07K ﹤0.01%
303
-87
403
$8.06K ﹤0.01%
+3,150
404
$7.96K ﹤0.01%
163
+100
405
$7.92K ﹤0.01%
400
406
$7.78K ﹤0.01%
4
-1
407
$7.73K ﹤0.01%
+550
408
$7.72K ﹤0.01%
19
409
$7.67K ﹤0.01%
80
-4
410
$7.65K ﹤0.01%
+389
411
$7.64K ﹤0.01%
17
+1
412
$7.63K ﹤0.01%
231
413
$7.6K ﹤0.01%
15
414
$7.46K ﹤0.01%
52
-9
415
$7.4K ﹤0.01%
75
-5
416
$7.31K ﹤0.01%
40
417
$7.18K ﹤0.01%
200
-245
418
$7.16K ﹤0.01%
64
419
$7.15K ﹤0.01%
250
-65
420
$7.08K ﹤0.01%
1,513
+396
421
$7.05K ﹤0.01%
25
422
$6.93K ﹤0.01%
20
-1
423
$6.89K ﹤0.01%
51
424
$6.88K ﹤0.01%
66
-2
425
$6.88K ﹤0.01%
75
15 16
17
18 19