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
951
$1.14K ﹤0.01%
4
-1
952
$1.14K ﹤0.01%
6
-1
953
$1.14K ﹤0.01%
15
-10
954
$1.14K ﹤0.01%
+777
955
$1.13K ﹤0.01%
11
956
$1.13K ﹤0.01%
8
-2
957
$1.13K ﹤0.01%
22
+9
958
$1.13K ﹤0.01%
18
-3
959
$1.12K ﹤0.01%
296
-68
960
$1.12K ﹤0.01%
161
961
$1.11K ﹤0.01%
27
-5
962
$1.1K ﹤0.01%
16
-4
963
$1.1K ﹤0.01%
33
-23
964
$1.1K ﹤0.01%
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965
$1.1K ﹤0.01%
7
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966
$1.09K ﹤0.01%
38
-11
967
$1.09K ﹤0.01%
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-5
968
$1.09K ﹤0.01%
11
-1
969
$1.09K ﹤0.01%
30
-5
970
$1.09K ﹤0.01%
7
-2
971
$1.08K ﹤0.01%
34
+3
972
$1.08K ﹤0.01%
15
-5
973
$1.08K ﹤0.01%
45
-11
974
$1.07K ﹤0.01%
5
-1
975
$1.07K ﹤0.01%
9
-2
37 38
39
40 41