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
626
$3K ﹤0.01%
106
627
$3K ﹤0.01%
22
628
$2.99K ﹤0.01%
32
629
$2.96K ﹤0.01%
50
-1
630
$2.96K ﹤0.01%
6
631
$2.94K ﹤0.01%
33
632
$2.94K ﹤0.01%
784
633
$2.94K ﹤0.01%
96
634
$2.92K ﹤0.01%
5
+2
635
$2.91K ﹤0.01%
146
+15
636
$2.91K ﹤0.01%
26
637
$2.91K ﹤0.01%
106
+22
638
$2.9K ﹤0.01%
11
+4
639
$2.89K ﹤0.01%
11
640
$2.88K ﹤0.01%
8
+2
641
$2.88K ﹤0.01%
32
642
$2.86K ﹤0.01%
26
+4
643
$2.86K ﹤0.01%
18
-1
644
$2.86K ﹤0.01%
19
645
$2.86K ﹤0.01%
17
646
$2.84K ﹤0.01%
57
647
$2.84K ﹤0.01%
36
-1
648
$2.83K ﹤0.01%
77
-10
649
$2.83K ﹤0.01%
80
-6
650
$2.83K ﹤0.01%
21
24 25
26
27 28