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
1451
$221 ﹤0.01%
1
1452
$221 ﹤0.01%
8
1453
$220 ﹤0.01%
14
+7
1454
$219 ﹤0.01%
5
-1
1455
$214 ﹤0.01%
6
1456
$210 ﹤0.01%
3
-4
1457
$207 ﹤0.01%
6
-2
1458
$204 ﹤0.01%
3
1459
$203 ﹤0.01%
3
1460
$199 ﹤0.01%
10
1461
$199 ﹤0.01%
+5
1462
$195 ﹤0.01%
3
-3
1463
$193 ﹤0.01%
7
-18
1464
$191 ﹤0.01%
11
1465
$191 ﹤0.01%
3
-1
1466
$190 ﹤0.01%
4
-1
1467
$185 ﹤0.01%
14
-3
1468
$185 ﹤0.01%
3
1469
$183 ﹤0.01%
3
1470
$182 ﹤0.01%
11
-11
1471
$180 ﹤0.01%
13
-11
1472
$178 ﹤0.01%
1
-8
1473
$177 ﹤0.01%
+19
1474
$175 ﹤0.01%
5
-1
1475
$175 ﹤0.01%
14
-6
57 58
59
60 61