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
351
$9.95K ﹤0.01%
38
-6
352
$9.94K ﹤0.01%
+625
353
$9.88K ﹤0.01%
205
-1
354
$9.81K ﹤0.01%
55
-7
355
$9.79K ﹤0.01%
1,730
+217
356
$9.73K ﹤0.01%
100
357
$9.39K ﹤0.01%
130
-40
358
$9.37K ﹤0.01%
67
-18
359
$9.25K ﹤0.01%
+157
360
$9.23K ﹤0.01%
+100
361
$9.18K ﹤0.01%
430
-47
362
$9.09K ﹤0.01%
33
+13
363
$8.71K ﹤0.01%
230
364
$8.69K ﹤0.01%
38
-7
365
$8.54K ﹤0.01%
500
366
$8.42K ﹤0.01%
41
+6
367
$8.39K ﹤0.01%
38
-6
368
$8.37K ﹤0.01%
245
369
$8.26K ﹤0.01%
36
+16
370
$8.24K ﹤0.01%
218
371
$8.23K ﹤0.01%
153
-10
372
$8.18K ﹤0.01%
1
373
$8.07K ﹤0.01%
72
-54
374
$8K ﹤0.01%
111
-7
375
$7.97K ﹤0.01%
136
13 14
15
16 17