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
176
$55K 0.01%
+25,000
177
$54.7K 0.01%
374
+350
178
$54.4K 0.01%
220
-7
179
$54.2K 0.01%
449
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180
$53.4K 0.01%
1,022
-400
181
$53.4K 0.01%
10,054
+54
182
$52.7K 0.01%
1,611
-1
183
$52.5K 0.01%
280
-7
184
$52.4K 0.01%
158
-9
185
$52K 0.01%
451
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186
$51.5K 0.01%
4,565
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187
$51.3K 0.01%
113
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188
$51K 0.01%
98
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189
$51K 0.01%
816
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190
$50.8K 0.01%
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$50.7K 0.01%
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192
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193
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660
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194
$50K 0.01%
434
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195
$48.6K 0.01%
2,238
196
$47.8K 0.01%
1,185
197
$47.3K 0.01%
+456
198
$46.2K 0.01%
1,594
-1,580
199
$46.2K 0.01%
229
-5
200
$46.1K 0.01%
259
+138
6 7
8
9 10