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
701
$2.5K ﹤0.01%
24
702
$2.48K ﹤0.01%
28
703
$2.47K ﹤0.01%
23
704
$2.46K ﹤0.01%
31
-7
705
$2.44K ﹤0.01%
28
-1
706
$2.43K ﹤0.01%
155
-12
707
$2.43K ﹤0.01%
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708
$2.42K ﹤0.01%
83
+33
709
$2.42K ﹤0.01%
27
+3
710
$2.41K ﹤0.01%
143
711
$2.4K ﹤0.01%
4
712
$2.39K ﹤0.01%
101
713
$2.38K ﹤0.01%
92
+9
714
$2.38K ﹤0.01%
9
715
$2.38K ﹤0.01%
35
-2
716
$2.38K ﹤0.01%
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717
$2.36K ﹤0.01%
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-1
718
$2.36K ﹤0.01%
11
+2
719
$2.36K ﹤0.01%
19
-1
720
$2.36K ﹤0.01%
15
+1
721
$2.35K ﹤0.01%
49
722
$2.35K ﹤0.01%
25
723
$2.32K ﹤0.01%
30
+4
724
$2.32K ﹤0.01%
45
-68
725
$2.31K ﹤0.01%
42
27 28
29
30 31