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
576
$3.44K ﹤0.01%
56
-521
577
$3.44K ﹤0.01%
24
578
$3.43K ﹤0.01%
+24
579
$3.43K ﹤0.01%
22
+1
580
$3.41K ﹤0.01%
21
-1
581
$3.41K ﹤0.01%
+111
582
$3.41K ﹤0.01%
33
-1
583
$3.39K ﹤0.01%
2
+1
584
$3.39K ﹤0.01%
45
585
$3.39K ﹤0.01%
+100
586
$3.36K ﹤0.01%
27
587
$3.35K ﹤0.01%
50
+2
588
$3.35K ﹤0.01%
19
589
$3.34K ﹤0.01%
10
590
$3.34K ﹤0.01%
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591
$3.32K ﹤0.01%
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$3.31K ﹤0.01%
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593
$3.3K ﹤0.01%
47
594
$3.29K ﹤0.01%
13
595
$3.29K ﹤0.01%
58
-1
596
$3.26K ﹤0.01%
25
597
$3.26K ﹤0.01%
44
598
$3.26K ﹤0.01%
22
+2
599
$3.25K ﹤0.01%
8
600
$3.24K ﹤0.01%
10
+3
22 23
24
25 26