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
1101
$753 ﹤0.01%
33
-47
1102
$751 ﹤0.01%
43
-8
1103
$748 ﹤0.01%
16
-3
1104
$747 ﹤0.01%
7
+1
1105
$746 ﹤0.01%
16
+2
1106
$745 ﹤0.01%
22
-2
1107
$745 ﹤0.01%
+43
1108
$745 ﹤0.01%
11
-1
1109
$745 ﹤0.01%
51
-25
1110
$744 ﹤0.01%
23
-3
1111
$741 ﹤0.01%
5
-1
1112
$737 ﹤0.01%
9
+1
1113
$736 ﹤0.01%
37
-5
1114
$736 ﹤0.01%
18
-1
1115
$734 ﹤0.01%
33
+26
1116
$730 ﹤0.01%
20
-4
1117
$730 ﹤0.01%
3
-1
1118
$729 ﹤0.01%
27
-9
1119
$728 ﹤0.01%
7
-4
1120
$727 ﹤0.01%
28
-5
1121
$714 ﹤0.01%
9
+3
1122
$709 ﹤0.01%
10
+4
1123
$707 ﹤0.01%
5
+2
1124
$706 ﹤0.01%
25
-5
1125
$705 ﹤0.01%
10
-8
43 44
45
46 47