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
726
$1.88K ﹤0.01%
+203
727
$1.88K ﹤0.01%
+95
728
$1.88K ﹤0.01%
+330
729
$1.87K ﹤0.01%
40
-7
730
$1.87K ﹤0.01%
15
-3
731
$1.86K ﹤0.01%
11
-1
732
$1.86K ﹤0.01%
29
-6
733
$1.86K ﹤0.01%
24
-2
734
$1.85K ﹤0.01%
9
-2
735
$1.84K ﹤0.01%
20
-5
736
$1.84K ﹤0.01%
10
-5
737
$1.84K ﹤0.01%
80
738
$1.84K ﹤0.01%
23
-5
739
$1.83K ﹤0.01%
11
-5
740
$1.83K ﹤0.01%
17
-1
741
$1.83K ﹤0.01%
11
742
$1.83K ﹤0.01%
24
+3
743
$1.82K ﹤0.01%
4
-3
744
$1.82K ﹤0.01%
65
-17
745
$1.82K ﹤0.01%
24
-2
746
$1.81K ﹤0.01%
23
+7
747
$1.81K ﹤0.01%
13
-2
748
$1.81K ﹤0.01%
16
-3
749
$1.81K ﹤0.01%
136
-35
750
$1.8K ﹤0.01%
15
-7
28 29
30
31 32