SIC
SJS Investment Consulting Portfolio holdings
AUM
$819M
1-Year Est. Return
18.29%
This Fund
S&P 500
1 Year Est. Return
+18.29%
AUM
$579M
AUM Growth
+$12.4M
(+2.2%)
Holding
1,727
Top Buys
| 1 | +$5.28M | |
| 2 | +$3.67M | |
| 3 | +$3.52M | |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
+$1.99M |
| 5 |
Vanguard Core Bond ETF
VCRB
|
+$1.14M |
Top Sells
| 1 | +$389K | |
| 2 | +$365K | |
| 3 | +$339K | |
| 4 |
Monster Beverage
MNST
|
+$318K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$243K |
Sector Composition
| 1 | Technology | 4.82% |
| 2 | Consumer Staples | 3.82% |
| 3 | Healthcare | 3.11% |
| 4 | Financials | 1.69% |
| 5 | Consumer Discretionary | 1.45% |