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
1076
$810 ﹤0.01%
7
-1
1077
$810 ﹤0.01%
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-2
1078
$810 ﹤0.01%
42
-6
1079
$810 ﹤0.01%
90
-10
1080
$809 ﹤0.01%
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$809 ﹤0.01%
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-4
1082
$807 ﹤0.01%
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$806 ﹤0.01%
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1084
$803 ﹤0.01%
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+3
1085
$801 ﹤0.01%
4
1086
$794 ﹤0.01%
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334
1088
$791 ﹤0.01%
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$784 ﹤0.01%
26
-8
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$782 ﹤0.01%
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$782 ﹤0.01%
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1093
$778 ﹤0.01%
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1094
$774 ﹤0.01%
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+17
1095
$770 ﹤0.01%
10
-2
1096
$769 ﹤0.01%
11
-1
1097
$765 ﹤0.01%
37
-4
1098
$765 ﹤0.01%
32
1099
$764 ﹤0.01%
5
-1
1100
$762 ﹤0.01%
16
-3
42 43
44
45 46