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
876
$1.67K ﹤0.01%
12
+2
877
$1.67K ﹤0.01%
29
+3
878
$1.67K ﹤0.01%
48
879
$1.66K ﹤0.01%
34
880
$1.66K ﹤0.01%
51
881
$1.66K ﹤0.01%
3
-1
882
$1.65K ﹤0.01%
17
883
$1.65K ﹤0.01%
19
-2
884
$1.65K ﹤0.01%
20
+1
885
$1.64K ﹤0.01%
19
-1
886
$1.64K ﹤0.01%
133
-8
887
$1.64K ﹤0.01%
15
888
$1.63K ﹤0.01%
57
+10
889
$1.63K ﹤0.01%
16
890
$1.63K ﹤0.01%
19
+11
891
$1.63K ﹤0.01%
15
892
$1.63K ﹤0.01%
11
893
$1.63K ﹤0.01%
47
894
$1.62K ﹤0.01%
15
-1
895
$1.62K ﹤0.01%
55
896
$1.61K ﹤0.01%
17
897
$1.61K ﹤0.01%
5
898
$1.61K ﹤0.01%
34
899
$1.6K ﹤0.01%
39
+4
900
$1.6K ﹤0.01%
20
+2
34 35
36
37 38