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
151
$83.7K 0.01%
1,402
152
$83.3K 0.01%
1,744
+14
153
$81.6K 0.01%
1,539
-833
154
$79.3K 0.01%
3,793
155
$78.7K 0.01%
+1,878
156
$78.3K 0.01%
757
-490
157
$76.9K 0.01%
520
158
$75.8K 0.01%
2,775
159
$74.2K 0.01%
632
+32
160
$72.8K 0.01%
788
+573
161
$72.7K 0.01%
294
-8
162
$72.3K 0.01%
115
+8
163
$71.8K 0.01%
3,099
164
$71.2K 0.01%
869
-5
165
$65.3K 0.01%
124
-29
166
$64.2K 0.01%
3,190
167
$64.2K 0.01%
3,499
168
$64.1K 0.01%
3,913
169
$63.8K 0.01%
2,157
-7,366
170
$63K 0.01%
362
-2
171
$62.8K 0.01%
317
-15
172
$62.7K 0.01%
2,100
173
$59.7K 0.01%
2,523
174
$59.5K 0.01%
1,052
+47
175
$56.8K 0.01%
467
-1
5 6
7
8 9