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
1351
$358 ﹤0.01%
18
-3
1352
$358 ﹤0.01%
3
+1
1353
$357 ﹤0.01%
25
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$357 ﹤0.01%
5
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1355
$354 ﹤0.01%
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$353 ﹤0.01%
+42
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$351 ﹤0.01%
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$349 ﹤0.01%
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$348 ﹤0.01%
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1360
$346 ﹤0.01%
4
+2
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$345 ﹤0.01%
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$344 ﹤0.01%
34
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$338 ﹤0.01%
7
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$338 ﹤0.01%
+2
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$337 ﹤0.01%
4
-1
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$337 ﹤0.01%
+17
1367
$335 ﹤0.01%
2
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$334 ﹤0.01%
5
-1
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$333 ﹤0.01%
4
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1370
$332 ﹤0.01%
5
-1
1371
$332 ﹤0.01%
+11
1372
$331 ﹤0.01%
7
-2
1373
$329 ﹤0.01%
3
-3
1374
$327 ﹤0.01%
6
-1
1375
$322 ﹤0.01%
3
-2
53 54
55
56 57