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
926
$1.49K ﹤0.01%
24
+3
927
$1.48K ﹤0.01%
6
928
$1.48K ﹤0.01%
9
929
$1.48K ﹤0.01%
38
+4
930
$1.47K ﹤0.01%
14
931
$1.47K ﹤0.01%
7
932
$1.46K ﹤0.01%
34
933
$1.46K ﹤0.01%
15
-1
934
$1.46K ﹤0.01%
18
+2
935
$1.46K ﹤0.01%
13
+1
936
$1.46K ﹤0.01%
49
-2
937
$1.45K ﹤0.01%
28
938
$1.45K ﹤0.01%
13
-2
939
$1.44K ﹤0.01%
165
940
$1.43K ﹤0.01%
9
941
$1.42K ﹤0.01%
58
942
$1.42K ﹤0.01%
43
+11
943
$1.42K ﹤0.01%
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944
$1.41K ﹤0.01%
26
945
$1.4K ﹤0.01%
19
946
$1.4K ﹤0.01%
54
947
$1.39K ﹤0.01%
26
+3
948
$1.39K ﹤0.01%
13
949
$1.39K ﹤0.01%
21
+9
950
$1.39K ﹤0.01%
29
36 37
38
39 40