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
976
$1.29K ﹤0.01%
69
977
$1.28K ﹤0.01%
784
-392
978
$1.27K ﹤0.01%
21
979
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4
+1
980
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186
-92
981
$1.26K ﹤0.01%
34
982
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12
983
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30
-1
984
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19
+3
985
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176
+16
986
$1.25K ﹤0.01%
16
987
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988
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7
+1
989
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+2
990
$1.22K ﹤0.01%
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991
$1.22K ﹤0.01%
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$1.22K ﹤0.01%
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993
$1.21K ﹤0.01%
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-56
994
$1.21K ﹤0.01%
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-3
995
$1.21K ﹤0.01%
13
-2
996
$1.21K ﹤0.01%
19
+2
997
$1.21K ﹤0.01%
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+1
998
$1.2K ﹤0.01%
27
-13
999
$1.2K ﹤0.01%
22
1000
$1.19K ﹤0.01%
9
+1
38 39
40
41 42