SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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 Trust ETF
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
26
$2.15M 0.37%
31,649
27
$2.14M 0.37%
29,790
+7,515
28
$1.94M 0.34%
38,706
-932
29
$1.74M 0.3%
11,413
-228
30
$1.68M 0.29%
26,430
-900
31
$1.64M 0.28%
21,494
-3
32
$1.62M 0.28%
39,921
33
$1.41M 0.24%
34,519
34
$1.09M 0.19%
11,218
+7,366
35
$1.05M 0.18%
37,450
-8,937
36
$984K 0.17%
1,672
+811
37
$904K 0.16%
987
-108
38
$902K 0.16%
2,235
+522
39
$815K 0.14%
7,579
-258
40
$801K 0.14%
10,827
+552
41
$772K 0.13%
1,319
+28
42
$753K 0.13%
1,285
43
$685K 0.12%
10,529
44
$624K 0.11%
2,152
45
$582K 0.1%
4,335
-2
46
$578K 0.1%
1,485
+144
47
$576K 0.1%
7,618
+2,116
48
$576K 0.1%
3,400
49
$561K 0.1%
7,000
50
$531K 0.09%
3,167
-562
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