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
751
$1.8K ﹤0.01%
15
-3
752
$1.8K ﹤0.01%
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-3
753
$1.8K ﹤0.01%
17
-94
754
$1.79K ﹤0.01%
41
+2
755
$1.79K ﹤0.01%
15
-9
756
$1.79K ﹤0.01%
26
-5
757
$1.78K ﹤0.01%
20
-4
758
$1.78K ﹤0.01%
18
-3
759
$1.78K ﹤0.01%
400
760
$1.78K ﹤0.01%
100
761
$1.77K ﹤0.01%
26
-6
762
$1.77K ﹤0.01%
20
-4
763
$1.77K ﹤0.01%
9
-4
764
$1.76K ﹤0.01%
17
765
$1.76K ﹤0.01%
31
-15
766
$1.75K ﹤0.01%
28
-6
767
$1.75K ﹤0.01%
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-4
768
$1.74K ﹤0.01%
20
-3
769
$1.74K ﹤0.01%
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-4
770
$1.74K ﹤0.01%
200
771
$1.74K ﹤0.01%
10
-2
772
$1.74K ﹤0.01%
63
-10
773
$1.73K ﹤0.01%
19
+1
774
$1.73K ﹤0.01%
204
775
$1.73K ﹤0.01%
3
-2
29 30
31
32 33