SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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 Trust ETF
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
76
$274K 0.05%
3,571
77
$269K 0.05%
6,111
-68
78
$262K 0.05%
1,573
+278
79
$254K 0.04%
772
+521
80
$252K 0.04%
684
-6
81
$242K 0.04%
672
-3
82
$240K 0.04%
5,734
-84
83
$239K 0.04%
941
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84
$233K 0.04%
1,054
85
$231K 0.04%
954
+64
86
$231K 0.04%
2,040
-11
87
$231K 0.04%
1,207
-1
88
$230K 0.04%
1,800
89
$225K 0.04%
1,072
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90
$208K 0.04%
4,320
91
$206K 0.04%
2,070
92
$205K 0.04%
9,010
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$199K 0.03%
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95
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-30
96
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467
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97
$190K 0.03%
847
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98
$184K 0.03%
1,849
99
$180K 0.03%
2,891
-190
100
$177K 0.03%
1,307
-12
2 3
4
5 6