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
576
$2.83K ﹤0.01%
203
577
$2.83K ﹤0.01%
7
-1
578
$2.81K ﹤0.01%
100
579
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48
-10
580
$2.8K ﹤0.01%
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581
$2.8K ﹤0.01%
+82
582
$2.8K ﹤0.01%
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-5
583
$2.79K ﹤0.01%
11
-1
584
$2.76K ﹤0.01%
12
-5
585
$2.76K ﹤0.01%
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586
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+1
587
$2.73K ﹤0.01%
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588
$2.73K ﹤0.01%
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-1
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$2.72K ﹤0.01%
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-6
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$2.71K ﹤0.01%
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-8
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$2.71K ﹤0.01%
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-14
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$2.71K ﹤0.01%
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593
$2.71K ﹤0.01%
106
594
$2.68K ﹤0.01%
60
-9
595
$2.68K ﹤0.01%
31
-5
596
$2.63K ﹤0.01%
8
+5
597
$2.63K ﹤0.01%
96
-10
598
$2.61K ﹤0.01%
5
-124
599
$2.6K ﹤0.01%
7
-1
600
$2.6K ﹤0.01%
33
22 23
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25 26