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
651
$2.26K ﹤0.01%
112
-30
652
$2.26K ﹤0.01%
27
-3
653
$2.24K ﹤0.01%
9
-4
654
$2.24K ﹤0.01%
5
-1
655
$2.23K ﹤0.01%
95
+1
656
$2.23K ﹤0.01%
80
657
$2.23K ﹤0.01%
8
-1
658
$2.22K ﹤0.01%
+24
659
$2.21K ﹤0.01%
37
-378
660
$2.21K ﹤0.01%
10
-2
661
$2.2K ﹤0.01%
14
-3
662
$2.2K ﹤0.01%
26
-7
663
$2.2K ﹤0.01%
135
+7
664
$2.19K ﹤0.01%
49
665
$2.19K ﹤0.01%
24
-2
666
$2.18K ﹤0.01%
38
-164
667
$2.18K ﹤0.01%
7
-1
668
$2.17K ﹤0.01%
12
-5
669
$2.17K ﹤0.01%
21
-3
670
$2.17K ﹤0.01%
12
-6
671
$2.16K ﹤0.01%
59
+8
672
$2.15K ﹤0.01%
13
673
$2.15K ﹤0.01%
17
-4
674
$2.15K ﹤0.01%
6
-1
675
$2.14K ﹤0.01%
3
-5
25 26
27
28 29