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
651
$2.81K ﹤0.01%
142
652
$2.8K ﹤0.01%
29
-1
653
$2.78K ﹤0.01%
483
654
$2.76K ﹤0.01%
33
+4
655
$2.76K ﹤0.01%
118
+9
656
$2.76K ﹤0.01%
+100
657
$2.76K ﹤0.01%
25
+3
658
$2.76K ﹤0.01%
16
+1
659
$2.74K ﹤0.01%
200
660
$2.74K ﹤0.01%
33
661
$2.73K ﹤0.01%
22
+1
662
$2.72K ﹤0.01%
17
663
$2.72K ﹤0.01%
20
-1
664
$2.71K ﹤0.01%
14
665
$2.71K ﹤0.01%
15
666
$2.69K ﹤0.01%
14
667
$2.69K ﹤0.01%
237
+25
668
$2.68K ﹤0.01%
12
+3
669
$2.68K ﹤0.01%
12
-1
670
$2.67K ﹤0.01%
75
+7
671
$2.67K ﹤0.01%
11
+1
672
$2.67K ﹤0.01%
171
+13
673
$2.66K ﹤0.01%
68
-23
674
$2.65K ﹤0.01%
24
+1
675
$2.64K ﹤0.01%
12
25 26
27
28 29