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
1026
$1.13K ﹤0.01%
8
1027
$1.13K ﹤0.01%
18
+1
1028
$1.13K ﹤0.01%
14
-1
1029
$1.13K ﹤0.01%
31
-14
1030
$1.12K ﹤0.01%
8
1031
$1.12K ﹤0.01%
36
1032
$1.12K ﹤0.01%
28
-3
1033
$1.12K ﹤0.01%
7
1034
$1.11K ﹤0.01%
14
1035
$1.11K ﹤0.01%
7
1036
$1.1K ﹤0.01%
13
1037
$1.1K ﹤0.01%
27
1038
$1.1K ﹤0.01%
21
1039
$1.09K ﹤0.01%
8
-1
1040
$1.09K ﹤0.01%
24
-4
1041
$1.08K ﹤0.01%
13
1042
$1.08K ﹤0.01%
15
-1
1043
$1.08K ﹤0.01%
17
+2
1044
$1.08K ﹤0.01%
18
1045
$1.07K ﹤0.01%
6
1046
$1.07K ﹤0.01%
14
1047
$1.07K ﹤0.01%
26
1048
$1.07K ﹤0.01%
+136
1049
$1.06K ﹤0.01%
13
1050
$1.06K ﹤0.01%
38
40 41
42
43 44