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
501
$3.75K ﹤0.01%
8
502
$3.75K ﹤0.01%
19
-4
503
$3.73K ﹤0.01%
44
-7
504
$3.72K ﹤0.01%
102
+82
505
$3.71K ﹤0.01%
19
-8
506
$3.69K ﹤0.01%
90
+1
507
$3.63K ﹤0.01%
17
-9
508
$3.61K ﹤0.01%
52
-24
509
$3.6K ﹤0.01%
22
-6
510
$3.59K ﹤0.01%
64
-11
511
$3.57K ﹤0.01%
77
512
$3.57K ﹤0.01%
9
-4
513
$3.54K ﹤0.01%
19
-3
514
$3.54K ﹤0.01%
31
-19
515
$3.51K ﹤0.01%
66
+1
516
$3.5K ﹤0.01%
13
-7
517
$3.48K ﹤0.01%
8
-4
518
$3.43K ﹤0.01%
12
-5
519
$3.43K ﹤0.01%
21
+2
520
$3.4K ﹤0.01%
42
-7
521
$3.38K ﹤0.01%
34
+14
522
$3.38K ﹤0.01%
44
-9
523
$3.36K ﹤0.01%
18
-6
524
$3.35K ﹤0.01%
+50
525
$3.35K ﹤0.01%
19
-7
19 20
21
22 23