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
326
$12.7K ﹤0.01%
389
-10
327
$12.7K ﹤0.01%
481
-166
328
$12.5K ﹤0.01%
218
-8
329
$12.5K ﹤0.01%
91
330
$12.5K ﹤0.01%
72
+3
331
$12.2K ﹤0.01%
32
-2
332
$12.2K ﹤0.01%
200
333
$12K ﹤0.01%
25
334
$11.9K ﹤0.01%
787
335
$11.7K ﹤0.01%
153
-9
336
$11.6K ﹤0.01%
266
-188
337
$11.5K ﹤0.01%
808
338
$11.4K ﹤0.01%
134
-5
339
$11.4K ﹤0.01%
153
-4
340
$11.3K ﹤0.01%
86
-11
341
$11.2K ﹤0.01%
95
342
$11K ﹤0.01%
+250
343
$10.8K ﹤0.01%
20
344
$10.7K ﹤0.01%
323
345
$10.4K ﹤0.01%
141
+1
346
$10.4K ﹤0.01%
130
+94
347
$10.4K ﹤0.01%
126
+2
348
$10.3K ﹤0.01%
409
+20
349
$10.1K ﹤0.01%
200
350
$9.99K ﹤0.01%
65
-8
12 13
14
15 16