SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$579M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$3.6M
3
+$3.39M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.23M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.12M

Top Sells

1
+$389K
2
+$355K
3
+$317K
4
MNST icon
Monster Beverage
MNST
+$313K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$250K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 3.82%
3 Healthcare 3.11%
4 Financials 1.69%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26.2K ﹤0.01%
223
-52
252
$26.2K ﹤0.01%
65
-5
253
$26.1K ﹤0.01%
295
254
$25.8K ﹤0.01%
110
-70
255
$25.5K ﹤0.01%
140
-2
256
$25.2K ﹤0.01%
144
+88
257
$24.7K ﹤0.01%
119
-3
258
$24.2K ﹤0.01%
2,968
-10
259
$23.3K ﹤0.01%
824
260
$23K ﹤0.01%
975
-13
261
$22.9K ﹤0.01%
186
+162
262
$22.8K ﹤0.01%
106
+1
263
$22.6K ﹤0.01%
233
264
$22.5K ﹤0.01%
1,184
-14
265
$22.4K ﹤0.01%
370
-16
266
$22.3K ﹤0.01%
439
+39
267
$22.2K ﹤0.01%
128
+106
268
$21.7K ﹤0.01%
691
+1
269
$21.6K ﹤0.01%
168
-5
270
$21.3K ﹤0.01%
498
271
$21.3K ﹤0.01%
1,375
272
$21K ﹤0.01%
231
-1
273
$21K ﹤0.01%
368
+3
274
$20.7K ﹤0.01%
12
275
$20.6K ﹤0.01%
213
9 10
11
12 13