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
1301
$423 ﹤0.01%
33
-4
1302
$422 ﹤0.01%
19
-4
1303
$421 ﹤0.01%
57
+49
1304
$421 ﹤0.01%
3
-2
1305
$421 ﹤0.01%
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+4
1306
$420 ﹤0.01%
13
-3
1307
$418 ﹤0.01%
4
+1
1308
$414 ﹤0.01%
13
-4
1309
$413 ﹤0.01%
21
-53
1310
$410 ﹤0.01%
12
+10
1311
$409 ﹤0.01%
6
1312
$407 ﹤0.01%
13
1313
$407 ﹤0.01%
8
-1
1314
$407 ﹤0.01%
24
+1
1315
$404 ﹤0.01%
12
-2
1316
$404 ﹤0.01%
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1317
$403 ﹤0.01%
13
+2
1318
$402 ﹤0.01%
11
-10
1319
$400 ﹤0.01%
8
-4
1320
$397 ﹤0.01%
7
1321
$397 ﹤0.01%
3
1322
$396 ﹤0.01%
10
+6
1323
$393 ﹤0.01%
10
1324
$390 ﹤0.01%
3
1325
$389 ﹤0.01%
5
-2
51 52
53
54 55