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
1426
$252 ﹤0.01%
11
1427
$251 ﹤0.01%
2
1428
$250 ﹤0.01%
16
+4
1429
$249 ﹤0.01%
2
-3
1430
$249 ﹤0.01%
6
+2
1431
$247 ﹤0.01%
48
1432
$245 ﹤0.01%
9
-299
1433
$245 ﹤0.01%
6
+2
1434
$242 ﹤0.01%
30
1435
$242 ﹤0.01%
6
-1
1436
$242 ﹤0.01%
6
1437
$240 ﹤0.01%
+9
1438
$239 ﹤0.01%
5
-2
1439
$236 ﹤0.01%
1
1440
$236 ﹤0.01%
7
+4
1441
$235 ﹤0.01%
58
1442
$234 ﹤0.01%
8
-33
1443
$234 ﹤0.01%
3
-3
1444
$234 ﹤0.01%
1
-4
1445
$230 ﹤0.01%
18
-17
1446
$230 ﹤0.01%
5
1447
$227 ﹤0.01%
7
-1
1448
$226 ﹤0.01%
31
+4
1449
$224 ﹤0.01%
3
+1
1450
$224 ﹤0.01%
2
-4
56 57
58
59 60