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
776
$2.04K ﹤0.01%
204
-155
777
$2.04K ﹤0.01%
32
+4
778
$2.04K ﹤0.01%
33
779
$2.03K ﹤0.01%
+170
780
$2.03K ﹤0.01%
43
-2
781
$2.03K ﹤0.01%
4
-26
782
$2.02K ﹤0.01%
24
783
$2.02K ﹤0.01%
20
784
$2K ﹤0.01%
+161
785
$2K ﹤0.01%
37
+1
786
$2K ﹤0.01%
14
787
$1.99K ﹤0.01%
7
788
$1.99K ﹤0.01%
12
789
$1.98K ﹤0.01%
13
790
$1.98K ﹤0.01%
20
-50
791
$1.97K ﹤0.01%
31
-1
792
$1.97K ﹤0.01%
16
793
$1.97K ﹤0.01%
28
+10
794
$1.96K ﹤0.01%
15
-3
795
$1.96K ﹤0.01%
26
+1
796
$1.96K ﹤0.01%
11
+1
797
$1.96K ﹤0.01%
21
-1
798
$1.96K ﹤0.01%
11
+1
799
$1.96K ﹤0.01%
55
+3
800
$1.95K ﹤0.01%
18
30 31
32
33 34