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
301
$16.2K ﹤0.01%
305
-13
302
$16.1K ﹤0.01%
+233
303
$15.9K ﹤0.01%
368
+4
304
$15.6K ﹤0.01%
538
305
$15.6K ﹤0.01%
222
306
$15.6K ﹤0.01%
420
-500
307
$15.5K ﹤0.01%
198
-50
308
$15.4K ﹤0.01%
528
309
$15.2K ﹤0.01%
129
-5
310
$15.2K ﹤0.01%
107
-2
311
$15.1K ﹤0.01%
133
+94
312
$15.1K ﹤0.01%
51
+13
313
$14.7K ﹤0.01%
1,364
+13
314
$14.7K ﹤0.01%
112
+98
315
$14.2K ﹤0.01%
182
316
$14K ﹤0.01%
66
-75
317
$13.9K ﹤0.01%
47
-8
318
$13.9K ﹤0.01%
129
319
$13.9K ﹤0.01%
180
-5
320
$13.2K ﹤0.01%
154
-18
321
$13.1K ﹤0.01%
183
+2
322
$13K ﹤0.01%
325
-84
323
$13K ﹤0.01%
116
324
$12.9K ﹤0.01%
150
325
$12.7K ﹤0.01%
100
11 12
13
14 15