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
801
$1.95K ﹤0.01%
17
802
$1.95K ﹤0.01%
35
803
$1.95K ﹤0.01%
14
-1
804
$1.94K ﹤0.01%
73
805
$1.94K ﹤0.01%
29
806
$1.93K ﹤0.01%
64
807
$1.93K ﹤0.01%
22
808
$1.92K ﹤0.01%
17
+2
809
$1.92K ﹤0.01%
165
+9
810
$1.92K ﹤0.01%
12
+1
811
$1.92K ﹤0.01%
6
812
$1.91K ﹤0.01%
18
813
$1.91K ﹤0.01%
6
814
$1.91K ﹤0.01%
24
815
$1.91K ﹤0.01%
8
+2
816
$1.91K ﹤0.01%
24
817
$1.91K ﹤0.01%
33
+9
818
$1.91K ﹤0.01%
32
819
$1.9K ﹤0.01%
10
+3
820
$1.9K ﹤0.01%
26
821
$1.9K ﹤0.01%
7
822
$1.9K ﹤0.01%
12
823
$1.9K ﹤0.01%
26
+5
824
$1.89K ﹤0.01%
80
+69
825
$1.89K ﹤0.01%
10
31 32
33
34 35