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
601
$2.58K ﹤0.01%
32
-1
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$2.58K ﹤0.01%
+238
603
$2.56K ﹤0.01%
483
604
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26
-2
605
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-10
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$2.54K ﹤0.01%
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2
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$2.52K ﹤0.01%
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$2.52K ﹤0.01%
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$2.52K ﹤0.01%
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$2.52K ﹤0.01%
10
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$2.51K ﹤0.01%
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$2.5K ﹤0.01%
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$2.49K ﹤0.01%
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$2.48K ﹤0.01%
10
-1
619
$2.48K ﹤0.01%
20
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$2.48K ﹤0.01%
18
-9
621
$2.47K ﹤0.01%
10
-4
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$2.46K ﹤0.01%
18
-3
623
$2.45K ﹤0.01%
36
-14
624
$2.45K ﹤0.01%
2
625
$2.44K ﹤0.01%
9
-5
23 24
25
26 27