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
376
$7.87K ﹤0.01%
23
+1
377
$7.75K ﹤0.01%
11
-6
378
$7.47K ﹤0.01%
38
+18
379
$7.46K ﹤0.01%
33
-73
380
$7.32K ﹤0.01%
231
381
$7.27K ﹤0.01%
82
+62
382
$7.26K ﹤0.01%
41
+1
383
$7.19K ﹤0.01%
104
-2
384
$7.18K ﹤0.01%
119
-355
385
$7.08K ﹤0.01%
83
-138
386
$7.08K ﹤0.01%
60
387
$7.04K ﹤0.01%
56
-10
388
$6.97K ﹤0.01%
150
389
$6.92K ﹤0.01%
13
-7
390
$6.92K ﹤0.01%
30
-7
391
$6.91K ﹤0.01%
23
+16
392
$6.89K ﹤0.01%
71
-142
393
$6.79K ﹤0.01%
200
394
$6.7K ﹤0.01%
250
395
$6.7K ﹤0.01%
152
+48
396
$6.67K ﹤0.01%
41
-17
397
$6.66K ﹤0.01%
123
398
$6.64K ﹤0.01%
259
399
$6.63K ﹤0.01%
77
-3
400
$6.47K ﹤0.01%
27
-11
14 15
16
17 18