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
401
$6.36K ﹤0.01%
10
-5
402
$6.34K ﹤0.01%
25
403
$6.33K ﹤0.01%
27
+17
404
$6.3K ﹤0.01%
10
-4
405
$6.26K ﹤0.01%
75
406
$6.15K ﹤0.01%
6
-11
407
$6.09K ﹤0.01%
30
-36
408
$6.06K ﹤0.01%
46
409
$6K ﹤0.01%
10
+3
410
$5.98K ﹤0.01%
31
-5
411
$5.91K ﹤0.01%
16
-8
412
$5.85K ﹤0.01%
32
-12
413
$5.71K ﹤0.01%
56
414
$5.71K ﹤0.01%
227
415
$5.71K ﹤0.01%
200
416
$5.64K ﹤0.01%
20
-143
417
$5.64K ﹤0.01%
67
-21
418
$5.56K ﹤0.01%
30
-4
419
$5.55K ﹤0.01%
12
-5
420
$5.53K ﹤0.01%
76
-11
421
$5.52K ﹤0.01%
171
-10
422
$5.51K ﹤0.01%
212
-2
423
$5.48K ﹤0.01%
11
-2
424
$5.45K ﹤0.01%
126
425
$5.37K ﹤0.01%
24
-11
15 16
17
18 19