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
551
$3.84K ﹤0.01%
166
552
$3.83K ﹤0.01%
20
553
$3.83K ﹤0.01%
37
554
$3.81K ﹤0.01%
39
555
$3.79K ﹤0.01%
11
+2
556
$3.77K ﹤0.01%
25
+1
557
$3.77K ﹤0.01%
23
-1
558
$3.75K ﹤0.01%
17
559
$3.73K ﹤0.01%
8
560
$3.73K ﹤0.01%
48
+12
561
$3.71K ﹤0.01%
14
562
$3.71K ﹤0.01%
27
563
$3.69K ﹤0.01%
60
564
$3.68K ﹤0.01%
42
565
$3.66K ﹤0.01%
17
-18
566
$3.63K ﹤0.01%
30
567
$3.61K ﹤0.01%
23
+1
568
$3.58K ﹤0.01%
13
+1
569
$3.55K ﹤0.01%
69
-4
570
$3.54K ﹤0.01%
13
571
$3.53K ﹤0.01%
16
+1
572
$3.51K ﹤0.01%
50
573
$3.51K ﹤0.01%
19
574
$3.49K ﹤0.01%
21
575
$3.46K ﹤0.01%
45
-15
21 22
23
24 25