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
1201
$567 ﹤0.01%
3
-6
1202
$566 ﹤0.01%
8
-2
1203
$559 ﹤0.01%
3
-3
1204
$559 ﹤0.01%
8
-2
1205
$555 ﹤0.01%
12
-8
1206
$554 ﹤0.01%
3
-6
1207
$553 ﹤0.01%
3
1208
$553 ﹤0.01%
25
+3
1209
$551 ﹤0.01%
36
-3
1210
$547 ﹤0.01%
7
-3
1211
$545 ﹤0.01%
16
-2
1212
$542 ﹤0.01%
3
+1
1213
$540 ﹤0.01%
200
1214
$539 ﹤0.01%
6
+3
1215
$539 ﹤0.01%
15
-3
1216
$535 ﹤0.01%
6
-1
1217
$535 ﹤0.01%
5
-1
1218
$535 ﹤0.01%
7
+6
1219
$534 ﹤0.01%
7
-2
1220
$531 ﹤0.01%
15
-2
1221
$530 ﹤0.01%
5
1222
$528 ﹤0.01%
12
-3
1223
$527 ﹤0.01%
9
-1
1224
$526 ﹤0.01%
9
1225
$525 ﹤0.01%
8
47 48
49
50 51