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
1251
$485 ﹤0.01%
8
-37
1252
$482 ﹤0.01%
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$478 ﹤0.01%
64
+4
1254
$475 ﹤0.01%
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+1
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$475 ﹤0.01%
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$474 ﹤0.01%
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-1
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$474 ﹤0.01%
+11
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$471 ﹤0.01%
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$470 ﹤0.01%
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-1
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$469 ﹤0.01%
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$467 ﹤0.01%
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$467 ﹤0.01%
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1265
$467 ﹤0.01%
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-7
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$466 ﹤0.01%
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$464 ﹤0.01%
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$461 ﹤0.01%
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$457 ﹤0.01%
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-10
1271
$457 ﹤0.01%
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$454 ﹤0.01%
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$454 ﹤0.01%
7
1274
$454 ﹤0.01%
5
-1
1275
$453 ﹤0.01%
3
49 50
51
52 53