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
501
$4.59K ﹤0.01%
26
-10
502
$4.57K ﹤0.01%
17
+2
503
$4.55K ﹤0.01%
136
-5
504
$4.53K ﹤0.01%
41
505
$4.48K ﹤0.01%
32
+4
506
$4.47K ﹤0.01%
15
+1
507
$4.39K ﹤0.01%
+391
508
$4.38K ﹤0.01%
82
+18
509
$4.37K ﹤0.01%
22
510
$4.34K ﹤0.01%
95
511
$4.34K ﹤0.01%
33
512
$4.32K ﹤0.01%
8
513
$4.32K ﹤0.01%
44
514
$4.31K ﹤0.01%
8
515
$4.29K ﹤0.01%
25
516
$4.29K ﹤0.01%
163
517
$4.27K ﹤0.01%
9
518
$4.26K ﹤0.01%
140
-10
519
$4.22K ﹤0.01%
8
520
$4.21K ﹤0.01%
58
-2
521
$4.2K ﹤0.01%
38
-3
522
$4.16K ﹤0.01%
17
+1
523
$4.12K ﹤0.01%
14
-1
524
$4.12K ﹤0.01%
98
-1
525
$4.11K ﹤0.01%
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19 20
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22 23