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
1051
$1.06K ﹤0.01%
117
+30
1052
$1.06K ﹤0.01%
23
+3
1053
$1.06K ﹤0.01%
20
1054
$1.06K ﹤0.01%
6
1055
$1.05K ﹤0.01%
23
1056
$1.04K ﹤0.01%
12
-1
1057
$1.04K ﹤0.01%
8
+3
1058
$1.04K ﹤0.01%
101
-2
1059
$1.04K ﹤0.01%
29
1060
$1.04K ﹤0.01%
8
1061
$1.02K ﹤0.01%
40
1062
$1.02K ﹤0.01%
72
+9
1063
$1.01K ﹤0.01%
88
+33
1064
$1.01K ﹤0.01%
16
1065
$1.01K ﹤0.01%
6
1066
$1.01K ﹤0.01%
100
1067
$1K ﹤0.01%
6
1068
$1K ﹤0.01%
3
1069
$1K ﹤0.01%
19
1070
$1K ﹤0.01%
25
1071
$996 ﹤0.01%
5
+1
1072
$993 ﹤0.01%
10
1073
$992 ﹤0.01%
39
-2
1074
$992 ﹤0.01%
21
1075
$986 ﹤0.01%
+436
41 42
43
44 45