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
1226
$523 ﹤0.01%
2
+1
1227
$522 ﹤0.01%
32
+7
1228
$518 ﹤0.01%
7
1229
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3
-1
1230
$517 ﹤0.01%
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$514 ﹤0.01%
3
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$513 ﹤0.01%
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+24
1234
$513 ﹤0.01%
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$509 ﹤0.01%
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$509 ﹤0.01%
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$507 ﹤0.01%
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$505 ﹤0.01%
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1239
$503 ﹤0.01%
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1240
$501 ﹤0.01%
29
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1241
$499 ﹤0.01%
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$494 ﹤0.01%
2
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1243
$491 ﹤0.01%
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$490 ﹤0.01%
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1245
$489 ﹤0.01%
15
-2
1246
$489 ﹤0.01%
10
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1247
$489 ﹤0.01%
9
1248
$487 ﹤0.01%
5
-2
1249
$486 ﹤0.01%
2
-1
1250
$485 ﹤0.01%
+15
48 49
50
51 52