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
1001
$992 ﹤0.01%
33
-6
1002
$992 ﹤0.01%
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1003
$991 ﹤0.01%
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-11
1004
$991 ﹤0.01%
35
1005
$987 ﹤0.01%
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-9
1006
$985 ﹤0.01%
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+1
1007
$983 ﹤0.01%
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+2
1008
$969 ﹤0.01%
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1009
$969 ﹤0.01%
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1010
$962 ﹤0.01%
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1011
$961 ﹤0.01%
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$957 ﹤0.01%
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$955 ﹤0.01%
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1014
$955 ﹤0.01%
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1015
$951 ﹤0.01%
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$948 ﹤0.01%
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$942 ﹤0.01%
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$938 ﹤0.01%
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$937 ﹤0.01%
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1020
$936 ﹤0.01%
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-1
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$936 ﹤0.01%
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1022
$934 ﹤0.01%
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1023
$933 ﹤0.01%
20
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1024
$927 ﹤0.01%
7
1025
$925 ﹤0.01%
10
-6
39 40
41
42 43