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
701
$2.01K ﹤0.01%
18
-2
702
$2.01K ﹤0.01%
25
-1
703
$2.01K ﹤0.01%
192
-11
704
$2K ﹤0.01%
15
705
$2K ﹤0.01%
8
706
$1.99K ﹤0.01%
19
-3
707
$1.99K ﹤0.01%
+24
708
$1.98K ﹤0.01%
13
-8
709
$1.97K ﹤0.01%
21
-11
710
$1.97K ﹤0.01%
336
711
$1.95K ﹤0.01%
23
-5
712
$1.95K ﹤0.01%
34
+5
713
$1.94K ﹤0.01%
15
-2
714
$1.94K ﹤0.01%
54
+8
715
$1.94K ﹤0.01%
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-4
716
$1.93K ﹤0.01%
5
-1
717
$1.93K ﹤0.01%
+150
718
$1.92K ﹤0.01%
8
-4
719
$1.91K ﹤0.01%
240
720
$1.91K ﹤0.01%
36
-1
721
$1.9K ﹤0.01%
51
-31
722
$1.9K ﹤0.01%
59
-10
723
$1.89K ﹤0.01%
19
-3
724
$1.89K ﹤0.01%
152
-13
725
$1.89K ﹤0.01%
21
-3
27 28
29
30 31