Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | SYNOVUS FINL CORP | — | 344 | $17K | 0.00% | SOLD |
| 22 | — | EXACT SCIENCES CORP | — | 151 | $15K | 0.00% | SOLD |
| 23 | DFEB | FIRST TR EXCHNG TRADED FD VI | — | 305 | $15K | 0.00% | SOLD |
| 24 | PSEP | INNOVATOR ETFS TRUST | — | 290 | $13K | 0.00% | SOLD |
| 25 | TBN | TAMBORAN RES CORP | Basic Materials | 446 | $12K | 0.00% | SOLD |
| 26 | — | ASTRAZENECA PLC | — | 125 | $11K | 0.00% | SOLD |
| 27 | HTGC | HERCULES CAPITAL INC | Financial Services | 500 | $9K | 0.00% | SOLD |
| 28 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 222 | $9K | 0.00% | SOLD |
| 29 | PRCH | PORCH GROUP INC | Technology | 932 | $9K | 0.00% | SOLD |
| 30 | FBND | FIDELITY MERRIMACK STR TR | — | 177 | $8K | 0.00% | SOLD |
| 31 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 298 | $8K | 0.00% | SOLD |
| 32 | FDM | FIRST TR EXCHANGE-TRADED FD | — | 100 | $8K | 0.00% | SOLD |
| 33 | — | DAYFORCE INC | — | 107 | $7K | 0.00% | SOLD |
| 34 | CCL | CARNIVAL CORP | Consumer Cyclical | 238 | $7K | 0.00% | SOLD |
| 35 | — | AIR LEASE CORP | — | 113 | $7K | 0.00% | SOLD |
| 36 | — | INNOVATOR ETFS TRUST | — | 205 | $7K | 0.00% | SOLD |
| 37 | STI | SOLIDION TECHNOLOGY INC | Industrials | 1,000 | $7K | 0.00% | SOLD |
| 38 | HDB | HDFC BANK LTD | Financial Services | 192 | $7K | 0.00% | SOLD |
| 39 | DAUG | FIRST TR EXCHNG TRADED FD VI | — | 142 | $6K | 0.00% | SOLD |
| 40 | BLCN | SIREN ETF TR | — | 259 | $6K | 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%