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
201
$45.4K 0.01%
420
+396
202
$43.6K 0.01%
4,204
+61
203
$43.4K 0.01%
385
-1,168
204
$42.7K 0.01%
166
-3
205
$40.4K 0.01%
1,176
206
$39.5K 0.01%
164
-6
207
$38.9K 0.01%
786
+74
208
$37.2K 0.01%
350
209
$36.8K 0.01%
476
210
$36.7K 0.01%
162
-40
211
$36.5K 0.01%
87
-33
212
$36.4K 0.01%
218
-134
213
$36.1K 0.01%
332
214
$35.9K 0.01%
903
-108
215
$35.8K 0.01%
1,736
216
$35.7K 0.01%
21
217
$35.2K 0.01%
290
-250
218
$34.7K 0.01%
1,268
-44
219
$34.7K 0.01%
300
220
$34.3K 0.01%
370
221
$34.1K 0.01%
71
-19
222
$34.1K 0.01%
120
-7
223
$33.9K 0.01%
183
224
$33.5K 0.01%
333
+294
225
$33.1K 0.01%
58
-3
7 8
9
10 11