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
1401
$291 ﹤0.01%
7
-2
1402
$290 ﹤0.01%
5
1403
$283 ﹤0.01%
65
1404
$283 ﹤0.01%
5
-3
1405
$282 ﹤0.01%
2
-3
1406
$280 ﹤0.01%
14
-3
1407
$280 ﹤0.01%
7
+3
1408
$276 ﹤0.01%
14
+1
1409
$273 ﹤0.01%
8
1410
$273 ﹤0.01%
3
-1
1411
$272 ﹤0.01%
4
+2
1412
$271 ﹤0.01%
3
1413
$269 ﹤0.01%
18
-15
1414
$268 ﹤0.01%
6
+4
1415
$267 ﹤0.01%
+5
1416
$267 ﹤0.01%
5
-1
1417
$266 ﹤0.01%
+2
1418
$266 ﹤0.01%
6
-3
1419
$265 ﹤0.01%
8
-6
1420
$265 ﹤0.01%
5
-9
1421
$265 ﹤0.01%
5
-10
1422
$263 ﹤0.01%
4
-24
1423
$262 ﹤0.01%
8
-60
1424
$260 ﹤0.01%
15
-3
1425
$253 ﹤0.01%
8
-1
55 56
57
58 59