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
801
$1.65K ﹤0.01%
30
-5
802
$1.65K ﹤0.01%
20
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803
$1.65K ﹤0.01%
4
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804
$1.65K ﹤0.01%
4
-4
805
$1.65K ﹤0.01%
109
-34
806
$1.63K ﹤0.01%
60
-3
807
$1.63K ﹤0.01%
59
-9
808
$1.63K ﹤0.01%
8
-1
809
$1.63K ﹤0.01%
16
-3
810
$1.62K ﹤0.01%
77
-15
811
$1.62K ﹤0.01%
12
-2
812
$1.62K ﹤0.01%
118
-93
813
$1.62K ﹤0.01%
15
814
$1.61K ﹤0.01%
186
815
$1.61K ﹤0.01%
26
-3
816
$1.61K ﹤0.01%
92
-9
817
$1.6K ﹤0.01%
36
-254
818
$1.6K ﹤0.01%
46
-9
819
$1.6K ﹤0.01%
16
-3
820
$1.59K ﹤0.01%
3
-1
821
$1.58K ﹤0.01%
10
-2
822
$1.58K ﹤0.01%
14
-3
823
$1.57K ﹤0.01%
42
-13
824
$1.57K ﹤0.01%
23
-4
825
$1.56K ﹤0.01%
27
-1
31 32
33
34 35