Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DERM | JOURNEY MED CORP | Healthcare | 15,000 | $116K | 0.01% | SOLD |
| 2 | ESPR | ESPERION THERAPEUTICS INC NE | Healthcare | 25,000 | $92K | 0.01% | SOLD |
| 3 | SPTM | SPDR SERIES TRUST | — | 829 | $68K | 0.01% | SOLD |
| 4 | DGRW | WISDOMTREE TR | — | 747 | $67K | 0.01% | SOLD |
| 5 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 4,925 | $57K | 0.01% | SOLD |
| 6 | BLD | TOPBUILD CORP | Industrials | 106 | $44K | 0.01% | SOLD |
| 7 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 439 | $42K | 0.01% | SOLD |
| 8 | IYH | ISHARES TR | — | 615 | $40K | 0.01% | SOLD |
| 9 | — | HOLOGIC INC | — | 484 | $36K | 0.01% | SOLD |
| 10 | FMDE | FIDELITY COVINGTON TRUST | — | 973 | $35K | 0.00% | SOLD |
| 11 | ONON | ON HLDG AG | Consumer Cyclical | 725 | $34K | 0.00% | SOLD |
| 12 | EIM | EATON VANCE MUN BD FD | Financial Services | 3,451 | $34K | 0.00% | SOLD |
| 13 | PTLC | PACER FDS TR | — | 600 | $33K | 0.00% | SOLD |
| 14 | HON | HONEYWELL INTL INC | Industrials | 168 | $33K | 0.00% | SOLD |
| 15 | MIST | MILESTONE PHARMACEUTICALS IN | Healthcare | 15,000 | $30K | 0.00% | SOLD |
| 16 | IEI | ISHARES TR | — | 250 | $30K | 0.00% | SOLD |
| 17 | MASI | MASIMO CORP | Healthcare | 176 | $23K | 0.00% | SOLD |
| 18 | — | CONFLUENT INC | — | 673 | $20K | 0.00% | SOLD |
| 19 | DD | DUPONT DE NEMOURS INC | Basic Materials | 489 | $20K | 0.00% | SOLD |
| 20 | FNDA | SCHWAB STRATEGIC TR | — | 582 | $18K | 0.00% | SOLD |
Sector Allocation
Technology
25.8%
Healthcare
17.5%
Financial Services
13.7%
Consumer Defensive
13.4%
Industrials
7.4%
Communication Services
6.9%
Consumer Cyclical
6.3%
Energy
3.0%
Utilities
2.6%
Real Estate
2.0%