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
901
$1.6K ﹤0.01%
14
902
$1.59K ﹤0.01%
18
-1
903
$1.59K ﹤0.01%
6
904
$1.59K ﹤0.01%
35
+4
905
$1.58K ﹤0.01%
34
+3
906
$1.57K ﹤0.01%
13
+6
907
$1.57K ﹤0.01%
15
+1
908
$1.57K ﹤0.01%
9
909
$1.56K ﹤0.01%
68
+16
910
$1.56K ﹤0.01%
11
-1
911
$1.56K ﹤0.01%
41
+9
912
$1.56K ﹤0.01%
68
-3
913
$1.55K ﹤0.01%
33
914
$1.55K ﹤0.01%
11
-1
915
$1.55K ﹤0.01%
57
916
$1.54K ﹤0.01%
6
+3
917
$1.53K ﹤0.01%
12
+4
918
$1.53K ﹤0.01%
163
+2
919
$1.53K ﹤0.01%
7
920
$1.53K ﹤0.01%
48
921
$1.53K ﹤0.01%
30
+2
922
$1.52K ﹤0.01%
13
923
$1.52K ﹤0.01%
22
-1
924
$1.5K ﹤0.01%
15
925
$1.5K ﹤0.01%
39
-3
35 36
37
38 39