SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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 Trust ETF
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
126
$113K 0.02%
1,132
+1,079
127
$109K 0.02%
632
+22
128
$108K 0.02%
467
+138
129
$106K 0.02%
968
-26
130
$106K 0.02%
1,726
131
$105K 0.02%
867
+26
132
$104K 0.02%
1,167
-300
133
$103K 0.02%
3,073
134
$102K 0.02%
11,313
135
$102K 0.02%
2,127
+147
136
$100K 0.02%
1,424
-75
137
$98.9K 0.02%
159
+7
138
$95.7K 0.02%
4,924
139
$94.7K 0.02%
943
140
$94.4K 0.02%
4,846
+1,533
141
$93.7K 0.02%
761
+1
142
$92.7K 0.02%
+320
143
$92.3K 0.02%
162
-20
144
$91.8K 0.02%
3,550
145
$90.2K 0.02%
1,150
146
$89K 0.02%
+15,974
147
$88.1K 0.02%
886
-404
148
$87.5K 0.02%
407
-2
149
$85.4K 0.01%
861
+22
150
$83.9K 0.01%
1,462
-13
4 5
6
7 8