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
276
$20.5K ﹤0.01%
424
277
$20.3K ﹤0.01%
75
-2
278
$20.3K ﹤0.01%
1,200
279
$20.1K ﹤0.01%
302
-107
280
$19.9K ﹤0.01%
4
+2
281
$19.8K ﹤0.01%
75
-207
282
$19.7K ﹤0.01%
+775
283
$19.6K ﹤0.01%
978
-49
284
$19.5K ﹤0.01%
236
-10
285
$19.1K ﹤0.01%
426
286
$19K ﹤0.01%
109
-59
287
$18.4K ﹤0.01%
1,053
+1,015
288
$17.8K ﹤0.01%
477
289
$17.5K ﹤0.01%
+164
290
$17.3K ﹤0.01%
165
291
$17.3K ﹤0.01%
582
292
$17.1K ﹤0.01%
210
293
$16.9K ﹤0.01%
108
294
$16.8K ﹤0.01%
908
295
$16.8K ﹤0.01%
85
+50
296
$16.8K ﹤0.01%
143
-4
297
$16.6K ﹤0.01%
63
298
$16.6K ﹤0.01%
186
-12
299
$16.6K ﹤0.01%
107
300
$16.4K ﹤0.01%
49
-59
10 11
12
13 14