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
726
$2.31K ﹤0.01%
22
727
$2.31K ﹤0.01%
24
728
$2.31K ﹤0.01%
15
-1
729
$2.3K ﹤0.01%
22
-1
730
$2.3K ﹤0.01%
24
-2
731
$2.3K ﹤0.01%
12
+2
732
$2.3K ﹤0.01%
6
733
$2.3K ﹤0.01%
12
734
$2.29K ﹤0.01%
+211
735
$2.26K ﹤0.01%
6
-1
736
$2.25K ﹤0.01%
30
737
$2.25K ﹤0.01%
25
738
$2.25K ﹤0.01%
34
739
$2.24K ﹤0.01%
9
-5
740
$2.23K ﹤0.01%
17
741
$2.23K ﹤0.01%
9
+2
742
$2.22K ﹤0.01%
7
-1
743
$2.22K ﹤0.01%
6
744
$2.21K ﹤0.01%
6
745
$2.21K ﹤0.01%
30
746
$2.2K ﹤0.01%
+2,000
747
$2.19K ﹤0.01%
94
748
$2.18K ﹤0.01%
+400
749
$2.16K ﹤0.01%
149
-7
750
$2.16K ﹤0.01%
15
28 29
30
31 32