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
851
$1.47K ﹤0.01%
40
-7
852
$1.47K ﹤0.01%
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$1.46K ﹤0.01%
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858
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+1
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$1.43K ﹤0.01%
19
864
$1.43K ﹤0.01%
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865
$1.43K ﹤0.01%
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$1.43K ﹤0.01%
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-4
867
$1.42K ﹤0.01%
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868
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24
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869
$1.42K ﹤0.01%
38
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870
$1.41K ﹤0.01%
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-44
871
$1.41K ﹤0.01%
14
-2
872
$1.41K ﹤0.01%
165
873
$1.41K ﹤0.01%
3
874
$1.41K ﹤0.01%
27
-6
875
$1.39K ﹤0.01%
+2
33 34
35
36 37