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
526
$4.1K ﹤0.01%
69
527
$4.09K ﹤0.01%
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528
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7
529
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-1
530
$4.06K ﹤0.01%
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531
$4.04K ﹤0.01%
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532
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27
533
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+5
535
$4.03K ﹤0.01%
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536
$4.03K ﹤0.01%
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-1
537
$4.01K ﹤0.01%
76
538
$4.01K ﹤0.01%
27
539
$3.96K ﹤0.01%
203
540
$3.96K ﹤0.01%
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541
$3.95K ﹤0.01%
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545
$3.94K ﹤0.01%
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-1
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$3.94K ﹤0.01%
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547
$3.92K ﹤0.01%
10
548
$3.88K ﹤0.01%
86
549
$3.88K ﹤0.01%
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$3.85K ﹤0.01%
+62
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