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
901
$1.32K ﹤0.01%
436
902
$1.32K ﹤0.01%
10
+1
903
$1.31K ﹤0.01%
11
-2
904
$1.3K ﹤0.01%
24
-2
905
$1.3K ﹤0.01%
25
-5
906
$1.3K ﹤0.01%
28
-7
907
$1.29K ﹤0.01%
20
-4
908
$1.29K ﹤0.01%
21
+2
909
$1.29K ﹤0.01%
29
-5
910
$1.29K ﹤0.01%
4
-1
911
$1.29K ﹤0.01%
29
-2
912
$1.28K ﹤0.01%
89
-25
913
$1.28K ﹤0.01%
19
-11
914
$1.28K ﹤0.01%
12
-3
915
$1.27K ﹤0.01%
15
-3
916
$1.27K ﹤0.01%
16
-3
917
$1.27K ﹤0.01%
13
-3
918
$1.26K ﹤0.01%
17
-35
919
$1.26K ﹤0.01%
49
+3
920
$1.26K ﹤0.01%
3
-1
921
$1.26K ﹤0.01%
8
-5
922
$1.25K ﹤0.01%
24
-11
923
$1.24K ﹤0.01%
8
-1
924
$1.23K ﹤0.01%
7
925
$1.23K ﹤0.01%
12
-2
35 36
37
38 39