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
1526
$92 ﹤0.01%
+16
1527
$91 ﹤0.01%
3
-2
1528
$88 ﹤0.01%
20
1529
$88 ﹤0.01%
2
1530
$85 ﹤0.01%
7
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1531
$84 ﹤0.01%
1
-2
1532
$78 ﹤0.01%
2
-2
1533
$77 ﹤0.01%
9
-7
1534
$75 ﹤0.01%
20
-116
1535
$74 ﹤0.01%
6
1536
$74 ﹤0.01%
+1
1537
$72 ﹤0.01%
1
-4
1538
$72 ﹤0.01%
2
-1
1539
$71 ﹤0.01%
5
-4
1540
$70 ﹤0.01%
3
-1
1541
$70 ﹤0.01%
2
1542
$69 ﹤0.01%
+2
1543
$68 ﹤0.01%
5
-9
1544
$67 ﹤0.01%
1
1545
$66 ﹤0.01%
8
1546
$65 ﹤0.01%
5
1547
$64 ﹤0.01%
+8
1548
$63 ﹤0.01%
6
1549
$63 ﹤0.01%
3
-1
1550
$63 ﹤0.01%
6
-4
60 61
62
63 64