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
676
$2.13K ﹤0.01%
59
-16
677
$2.12K ﹤0.01%
42
-1
678
$2.1K ﹤0.01%
12
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679
$2.09K ﹤0.01%
31
-2
680
$2.09K ﹤0.01%
16
-2
681
$2.08K ﹤0.01%
9
-5
682
$2.08K ﹤0.01%
60
-8
683
$2.08K ﹤0.01%
138
+5
684
$2.07K ﹤0.01%
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-4
685
$2.07K ﹤0.01%
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-1
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$2.07K ﹤0.01%
11
-1
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$2.07K ﹤0.01%
59
+2
688
$2.07K ﹤0.01%
4
-4
689
$2.07K ﹤0.01%
51
+12
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$2.06K ﹤0.01%
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-15
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$2.05K ﹤0.01%
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692
$2.04K ﹤0.01%
15
-1
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$2.04K ﹤0.01%
7
-4
694
$2.04K ﹤0.01%
18
-6
695
$2.02K ﹤0.01%
33
-14
696
$2.02K ﹤0.01%
+95
697
$2.02K ﹤0.01%
16
-3
698
$2.01K ﹤0.01%
154
-1
699
$2.01K ﹤0.01%
81
-49
700
$2.01K ﹤0.01%
35
+3
26 27
28
29 30