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
826
$1.89K ﹤0.01%
11
827
$1.88K ﹤0.01%
128
828
$1.88K ﹤0.01%
80
-360
829
$1.87K ﹤0.01%
17
830
$1.87K ﹤0.01%
9
-1
831
$1.86K ﹤0.01%
63
832
$1.86K ﹤0.01%
17
+1
833
$1.86K ﹤0.01%
18
834
$1.85K ﹤0.01%
43
+4
835
$1.85K ﹤0.01%
28
+6
836
$1.85K ﹤0.01%
2
-1
837
$1.83K ﹤0.01%
17
838
$1.82K ﹤0.01%
13
-1
839
$1.81K ﹤0.01%
25
840
$1.79K ﹤0.01%
364
+57
841
$1.78K ﹤0.01%
44
+4
842
$1.78K ﹤0.01%
32
843
$1.78K ﹤0.01%
113
+100
844
$1.77K ﹤0.01%
101
+6
845
$1.77K ﹤0.01%
9
+1
846
$1.77K ﹤0.01%
35
-1
847
$1.76K ﹤0.01%
45
848
$1.76K ﹤0.01%
18
-1
849
$1.75K ﹤0.01%
18
850
$1.75K ﹤0.01%
+240
32 33
34
35 36