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
626
$2.44K ﹤0.01%
13
-7
627
$2.43K ﹤0.01%
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-3
628
$2.42K ﹤0.01%
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629
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630
$2.4K ﹤0.01%
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-20
631
$2.39K ﹤0.01%
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-2
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$2.37K ﹤0.01%
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-15
633
$2.37K ﹤0.01%
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$2.37K ﹤0.01%
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635
$2.37K ﹤0.01%
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$2.37K ﹤0.01%
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$2.36K ﹤0.01%
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$2.35K ﹤0.01%
70
+1
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$2.35K ﹤0.01%
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$2.35K ﹤0.01%
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$2.33K ﹤0.01%
5
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151
+15
643
$2.33K ﹤0.01%
7
-3
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$2.32K ﹤0.01%
5
-1
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$2.31K ﹤0.01%
200
646
$2.31K ﹤0.01%
16
647
$2.29K ﹤0.01%
10
-2
648
$2.27K ﹤0.01%
61
+16
649
$2.27K ﹤0.01%
127
-43
650
$2.26K ﹤0.01%
37
-13
24 25
26
27 28