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
776
$1.72K ﹤0.01%
18
-7
777
$1.72K ﹤0.01%
15
778
$1.72K ﹤0.01%
12
+2
779
$1.72K ﹤0.01%
15
-3
780
$1.71K ﹤0.01%
31
-3
781
$1.71K ﹤0.01%
6
-5
782
$1.7K ﹤0.01%
20
-2
783
$1.7K ﹤0.01%
10
784
$1.7K ﹤0.01%
10
-2
785
$1.69K ﹤0.01%
18
-4
786
$1.69K ﹤0.01%
9
-5
787
$1.69K ﹤0.01%
5
-1
788
$1.69K ﹤0.01%
4
-2
789
$1.68K ﹤0.01%
5
-1
790
$1.68K ﹤0.01%
28
-5
791
$1.68K ﹤0.01%
49
-21
792
$1.68K ﹤0.01%
398
-386
793
$1.68K ﹤0.01%
8
-3
794
$1.67K ﹤0.01%
8
-3
795
$1.67K ﹤0.01%
15
796
$1.66K ﹤0.01%
48
+5
797
$1.66K ﹤0.01%
18
-4
798
$1.66K ﹤0.01%
18
-3
799
$1.66K ﹤0.01%
10
-2
800
$1.66K ﹤0.01%
24
-4
30 31
32
33 34