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
601
$3.24K ﹤0.01%
65
+1
602
$3.24K ﹤0.01%
12
603
$3.23K ﹤0.01%
11
604
$3.23K ﹤0.01%
15
605
$3.22K ﹤0.01%
89
+5
606
$3.2K ﹤0.01%
+64
607
$3.18K ﹤0.01%
26
608
$3.18K ﹤0.01%
16
609
$3.18K ﹤0.01%
18
610
$3.18K ﹤0.01%
24
+1
611
$3.17K ﹤0.01%
61
612
$3.17K ﹤0.01%
+65
613
$3.16K ﹤0.01%
90
+17
614
$3.13K ﹤0.01%
22
+3
615
$3.11K ﹤0.01%
9
+2
616
$3.11K ﹤0.01%
19
-60
617
$3.11K ﹤0.01%
23
618
$3.09K ﹤0.01%
12
619
$3.09K ﹤0.01%
200
620
$3.09K ﹤0.01%
36
621
$3.08K ﹤0.01%
52
+3
622
$3.06K ﹤0.01%
7
623
$3.02K ﹤0.01%
34
+4
624
$3.01K ﹤0.01%
64
-370
625
$3K ﹤0.01%
2
23 24
25
26 27