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
426
$6.83K ﹤0.01%
36
-2
427
$6.78K ﹤0.01%
150
428
$6.73K ﹤0.01%
+184
429
$6.72K ﹤0.01%
13
430
$6.67K ﹤0.01%
114
+34
431
$6.62K ﹤0.01%
+140
432
$6.59K ﹤0.01%
60
433
$6.57K ﹤0.01%
214
+198
434
$6.56K ﹤0.01%
37
+3
435
$6.52K ﹤0.01%
+100
436
$6.48K ﹤0.01%
259
437
$6.46K ﹤0.01%
126
438
$6.44K ﹤0.01%
+227
439
$6.37K ﹤0.01%
87
440
$6.35K ﹤0.01%
54
441
$6.35K ﹤0.01%
+200
442
$6.3K ﹤0.01%
50
-3
443
$6.3K ﹤0.01%
2
444
$6.3K ﹤0.01%
14
445
$6.29K ﹤0.01%
35
446
$6.25K ﹤0.01%
181
+4
447
$6.23K ﹤0.01%
40
448
$6.23K ﹤0.01%
46
449
$6.18K ﹤0.01%
34
450
$6.17K ﹤0.01%
22
-280
16 17
18
19 20