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
676
$2.63K ﹤0.01%
130
+106
677
$2.63K ﹤0.01%
13
-1
678
$2.63K ﹤0.01%
6
+2
679
$2.62K ﹤0.01%
18
680
$2.62K ﹤0.01%
24
+1
681
$2.61K ﹤0.01%
102
682
$2.61K ﹤0.01%
16
683
$2.6K ﹤0.01%
11
-1
684
$2.6K ﹤0.01%
30
-1
685
$2.59K ﹤0.01%
82
+9
686
$2.59K ﹤0.01%
25
-1
687
$2.59K ﹤0.01%
69
+24
688
$2.59K ﹤0.01%
33
689
$2.56K ﹤0.01%
100
690
$2.56K ﹤0.01%
33
691
$2.55K ﹤0.01%
10
692
$2.55K ﹤0.01%
16
693
$2.54K ﹤0.01%
19
-9
694
$2.54K ﹤0.01%
212
695
$2.53K ﹤0.01%
70
696
$2.52K ﹤0.01%
19
-1
697
$2.52K ﹤0.01%
25
+1
698
$2.52K ﹤0.01%
35
+2
699
$2.51K ﹤0.01%
46
700
$2.51K ﹤0.01%
227
26 27
28
29 30