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
926
$1.22K ﹤0.01%
48
-9
927
$1.22K ﹤0.01%
6
-3
928
$1.22K ﹤0.01%
71
+43
929
$1.22K ﹤0.01%
5
930
$1.21K ﹤0.01%
25
-5
931
$1.2K ﹤0.01%
25
-1
932
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-4
933
$1.2K ﹤0.01%
4
-3
934
$1.2K ﹤0.01%
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+10
935
$1.19K ﹤0.01%
43
-9
936
$1.18K ﹤0.01%
3
-1
937
$1.18K ﹤0.01%
5
-1
938
$1.18K ﹤0.01%
10
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939
$1.17K ﹤0.01%
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-6
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$1.17K ﹤0.01%
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+8
941
$1.17K ﹤0.01%
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942
$1.17K ﹤0.01%
31
-13
943
$1.16K ﹤0.01%
20
944
$1.15K ﹤0.01%
22
-4
945
$1.15K ﹤0.01%
56
-10
946
$1.15K ﹤0.01%
7
-4
947
$1.15K ﹤0.01%
6
+2
948
$1.14K ﹤0.01%
16
-8
949
$1.14K ﹤0.01%
11
-6
950
$1.14K ﹤0.01%
8
-3
36 37
38
39 40