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
476
$5.36K ﹤0.01%
20
477
$5.33K ﹤0.01%
36
+1
478
$5.32K ﹤0.01%
17
479
$5.31K ﹤0.01%
6
480
$5.28K ﹤0.01%
53
+45
481
$5.27K ﹤0.01%
34
-6
482
$5.17K ﹤0.01%
26
-3
483
$5.15K ﹤0.01%
434
+292
484
$5.14K ﹤0.01%
12
485
$5.1K ﹤0.01%
56
-3
486
$4.99K ﹤0.01%
52
-5
487
$4.98K ﹤0.01%
104
488
$4.95K ﹤0.01%
76
-18
489
$4.89K ﹤0.01%
21
-1
490
$4.89K ﹤0.01%
13
-1
491
$4.88K ﹤0.01%
25
+1
492
$4.83K ﹤0.01%
8
493
$4.83K ﹤0.01%
28
494
$4.77K ﹤0.01%
+25
495
$4.75K ﹤0.01%
46
+2
496
$4.74K ﹤0.01%
20
+2
497
$4.67K ﹤0.01%
12
+4
498
$4.66K ﹤0.01%
75
499
$4.63K ﹤0.01%
65
+55
500
$4.59K ﹤0.01%
22
18 19
20
21 22