Portfolio (Quarterly)
Guide ↗
SJS Investment Consulting Inc.
· CIK 0001894302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | TIGR | UP FINTECH HLDG LTD | Financial Services | 127 | $1K | — | SOLD |
| 82 | SPHY | SPDR SERIES TRUST | — | 51 | $1K | — | SOLD |
| 83 | SCHO | SCHWAB STRATEGIC TR | — | 49 | $1K | — | SOLD |
| 84 | BNDX | VANGUARD CHARLOTTE FDS | — | 24 | $1K | — | SOLD |
| 85 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 263 | $1K | — | SOLD |
| 86 | KRNT | KORNIT DIGITAL LTD | Industrials | 75 | $1K | — | SOLD |
| 87 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 4 | $1K | — | SOLD |
| 88 | — | CADENCE BANK | — | 25 | $1K | — | SOLD |
| 89 | — | FRONTIER COMMUNICATIONS PARE | — | 28 | $1K | — | SOLD |
| 90 | VAW | VANGUARD WORLD FD | — | 5 | $1K | — | SOLD |
| 91 | IBB | ISHARES TR | — | 6 | $1K | — | SOLD |
| 92 | IFRA | ISHARES TR | — | 19 | $1K | — | SOLD |
| 93 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 66 | $996.0 | — | SOLD |
| 94 | FUTY | FIDELITY COVINGTON TRUST | — | 18 | $994.0 | — | SOLD |
| 95 | ITB | ISHARES TR | — | 10 | $963.0 | — | SOLD |
| 96 | XLRE | SELECT SECTOR SPDR TR | — | 23 | $929.0 | — | SOLD |
| 97 | YELP | YELP INC | Communication Services | 30 | $912.0 | — | SOLD |
| 98 | UXRP | PROSHARES TR | — | 97 | $878.0 | — | SOLD |
| 99 | WIX | WIX COM LTD | Technology | 8 | $832.0 | — | SOLD |
| 100 | XLE | SELECT SECTOR SPDR TR | — | 16 | $716.0 | — | 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%