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
476
$3.95K ﹤0.01%
50
+2
477
$3.95K ﹤0.01%
270
+267
478
$3.93K ﹤0.01%
12
+5
479
$3.92K ﹤0.01%
82
-13
480
$3.92K ﹤0.01%
91
+80
481
$3.88K ﹤0.01%
76
482
$3.85K ﹤0.01%
+264
483
$3.85K ﹤0.01%
133
-77
484
$3.84K ﹤0.01%
+40
485
$3.84K ﹤0.01%
65
486
$3.83K ﹤0.01%
11
-6
487
$3.83K ﹤0.01%
+146
488
$3.83K ﹤0.01%
166
489
$3.82K ﹤0.01%
29
-11
490
$3.82K ﹤0.01%
9
-5
491
$3.81K ﹤0.01%
385
-5,905
492
$3.8K ﹤0.01%
102
-16
493
$3.79K ﹤0.01%
163
494
$3.79K ﹤0.01%
12
-6
495
$3.79K ﹤0.01%
200
496
$3.79K ﹤0.01%
8
-1
497
$3.79K ﹤0.01%
+100
498
$3.77K ﹤0.01%
13
-2
499
$3.76K ﹤0.01%
12
-2
500
$3.75K ﹤0.01%
79
-7
18 19
20
21 22