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
976
$1.07K ﹤0.01%
21
-5
977
$1.06K ﹤0.01%
11
-6
978
$1.06K ﹤0.01%
16
-3
979
$1.06K ﹤0.01%
8
-1
980
$1.06K ﹤0.01%
3
+1
981
$1.06K ﹤0.01%
2
-1
982
$1.06K ﹤0.01%
11
-2
983
$1.05K ﹤0.01%
100
-1
984
$1.04K ﹤0.01%
52
+20
985
$1.04K ﹤0.01%
23
986
$1.04K ﹤0.01%
86
+6
987
$1.04K ﹤0.01%
20
-1
988
$1.03K ﹤0.01%
38
-26
989
$1.03K ﹤0.01%
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-4
990
$1.03K ﹤0.01%
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-6
991
$1.02K ﹤0.01%
7
-1
992
$1.02K ﹤0.01%
12
-2
993
$1.02K ﹤0.01%
28
-2
994
$1K ﹤0.01%
33
-5
995
$1K ﹤0.01%
9
-6
996
$1K ﹤0.01%
100
997
$1K ﹤0.01%
12
-2
998
$998 ﹤0.01%
15
-3
999
$996 ﹤0.01%
158
-38
1000
$996 ﹤0.01%
14
-5
38 39
40
41 42