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
526
$3.35K ﹤0.01%
54
-8
527
$3.32K ﹤0.01%
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528
$3.31K ﹤0.01%
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$3.3K ﹤0.01%
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$3.28K ﹤0.01%
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531
$3.27K ﹤0.01%
86
-159
532
$3.26K ﹤0.01%
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-5
533
$3.26K ﹤0.01%
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534
$3.26K ﹤0.01%
20
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535
$3.26K ﹤0.01%
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$3.25K ﹤0.01%
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$3.25K ﹤0.01%
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$3.24K ﹤0.01%
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$3.21K ﹤0.01%
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$3.2K ﹤0.01%
14
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541
$3.2K ﹤0.01%
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$3.19K ﹤0.01%
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$3.19K ﹤0.01%
64
544
$3.19K ﹤0.01%
21
-1
545
$3.19K ﹤0.01%
83
-53
546
$3.18K ﹤0.01%
25
-16
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$3.18K ﹤0.01%
9
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548
$3.17K ﹤0.01%
14
-3
549
$3.16K ﹤0.01%
31
-6
550
$3.13K ﹤0.01%
26
-150
20 21
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23 24