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
551
$3.12K ﹤0.01%
6
552
$3.1K ﹤0.01%
64
+2
553
$3.1K ﹤0.01%
24
-600
554
$3.09K ﹤0.01%
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-4
555
$3.09K ﹤0.01%
36
-10
556
$3.08K ﹤0.01%
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-1
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$3.08K ﹤0.01%
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-5
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$3.07K ﹤0.01%
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-27
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$3.05K ﹤0.01%
17
-7
560
$3.05K ﹤0.01%
5
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$3.03K ﹤0.01%
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-2
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$3.03K ﹤0.01%
45
-5
563
$3.02K ﹤0.01%
32
-1
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$3.02K ﹤0.01%
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$3.02K ﹤0.01%
21
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566
$3K ﹤0.01%
21
-4
567
$2.99K ﹤0.01%
14
-2
568
$2.98K ﹤0.01%
139
-7
569
$2.93K ﹤0.01%
7
-5
570
$2.92K ﹤0.01%
56
-6,001
571
$2.92K ﹤0.01%
10
-3
572
$2.9K ﹤0.01%
34
-2
573
$2.87K ﹤0.01%
115
574
$2.84K ﹤0.01%
6
-2
575
$2.84K ﹤0.01%
19
-4
21 22
23
24 25