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
1326
$389 ﹤0.01%
8
-11
1327
$386 ﹤0.01%
5
1328
$386 ﹤0.01%
6
-2
1329
$385 ﹤0.01%
16
-3
1330
$385 ﹤0.01%
22
-4
1331
$383 ﹤0.01%
7
-1
1332
$382 ﹤0.01%
36
-19
1333
$381 ﹤0.01%
46
-7
1334
$380 ﹤0.01%
24
+7
1335
$378 ﹤0.01%
9
-1
1336
$377 ﹤0.01%
3
1337
$376 ﹤0.01%
+9
1338
$375 ﹤0.01%
2
-1
1339
$374 ﹤0.01%
8
+2
1340
$372 ﹤0.01%
2
1341
$371 ﹤0.01%
8
+1
1342
$371 ﹤0.01%
6
-5
1343
$367 ﹤0.01%
+7
1344
$366 ﹤0.01%
14
-4
1345
$366 ﹤0.01%
10
-2
1346
$365 ﹤0.01%
3
-1
1347
$363 ﹤0.01%
8
-1
1348
$360 ﹤0.01%
300
1349
$360 ﹤0.01%
8
-1
1350
$358 ﹤0.01%
4
-3
52 53
54
55 56