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
451
$4.73K ﹤0.01%
21
-4
452
$4.71K ﹤0.01%
147
+7
453
$4.7K ﹤0.01%
17
-3
454
$4.66K ﹤0.01%
61
-21
455
$4.61K ﹤0.01%
25
456
$4.57K ﹤0.01%
32
-12
457
$4.56K ﹤0.01%
200
458
$4.55K ﹤0.01%
24
-10
459
$4.54K ﹤0.01%
37
-14
460
$4.43K ﹤0.01%
12
-2
461
$4.42K ﹤0.01%
49
-7
462
$4.34K ﹤0.01%
72
+42
463
$4.32K ﹤0.01%
30
-17
464
$4.29K ﹤0.01%
66
+9
465
$4.25K ﹤0.01%
13
-8
466
$4.23K ﹤0.01%
2
-1
467
$4.21K ﹤0.01%
80
-34
468
$4.19K ﹤0.01%
28
-4
469
$4.16K ﹤0.01%
33
-32
470
$4.16K ﹤0.01%
45
-19
471
$4.07K ﹤0.01%
55
+34
472
$4.01K ﹤0.01%
85
-13
473
$4K ﹤0.01%
51
-9
474
$3.98K ﹤0.01%
2
-2
475
$3.98K ﹤0.01%
70
+18
17 18
19
20 21