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
426
$5.35K ﹤0.01%
140
427
$5.33K ﹤0.01%
3,154
+3,000
428
$5.31K ﹤0.01%
51
-24
429
$5.3K ﹤0.01%
42
-404
430
$5.28K ﹤0.01%
98
+65
431
$5.26K ﹤0.01%
100
432
$5.23K ﹤0.01%
64
+37
433
$5.22K ﹤0.01%
+123
434
$5.15K ﹤0.01%
42
-64
435
$5.12K ﹤0.01%
31
-14
436
$5.01K ﹤0.01%
46
-6
437
$4.92K ﹤0.01%
45
-9
438
$4.91K ﹤0.01%
+156
439
$4.89K ﹤0.01%
23
-72
440
$4.86K ﹤0.01%
44
-20
441
$4.84K ﹤0.01%
10
-5
442
$4.83K ﹤0.01%
24
-4
443
$4.82K ﹤0.01%
27
-9
444
$4.82K ﹤0.01%
437
+3
445
$4.8K ﹤0.01%
16
-3
446
$4.8K ﹤0.01%
64
-68
447
$4.79K ﹤0.01%
36
-8
448
$4.75K ﹤0.01%
14
449
$4.74K ﹤0.01%
14
-3
450
$4.74K ﹤0.01%
8
+6
16 17
18
19 20