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
951
$1.38K ﹤0.01%
41
-6
952
$1.38K ﹤0.01%
36
953
$1.38K ﹤0.01%
5
+1
954
$1.37K ﹤0.01%
19
955
$1.37K ﹤0.01%
66
+18
956
$1.37K ﹤0.01%
74
+17
957
$1.37K ﹤0.01%
35
958
$1.36K ﹤0.01%
11
+3
959
$1.36K ﹤0.01%
131
-16
960
$1.36K ﹤0.01%
30
+3
961
$1.34K ﹤0.01%
16
-1
962
$1.34K ﹤0.01%
12
+1
963
$1.34K ﹤0.01%
114
-57
964
$1.34K ﹤0.01%
4
+1
965
$1.34K ﹤0.01%
20
+1
966
$1.33K ﹤0.01%
20
-1
967
$1.33K ﹤0.01%
3
-1
968
$1.32K ﹤0.01%
23
+2
969
$1.31K ﹤0.01%
10
970
$1.31K ﹤0.01%
32
+2
971
$1.31K ﹤0.01%
21
972
$1.31K ﹤0.01%
34
973
$1.31K ﹤0.01%
5
974
$1.31K ﹤0.01%
14
-3
975
$1.3K ﹤0.01%
20
37 38
39
40 41