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
826
$1.56K ﹤0.01%
14
+2
827
$1.55K ﹤0.01%
49
-6
828
$1.55K ﹤0.01%
6
-1
829
$1.54K ﹤0.01%
7
-4
830
$1.54K ﹤0.01%
31
-11
831
$1.53K ﹤0.01%
45
-35
832
$1.53K ﹤0.01%
51
-32
833
$1.53K ﹤0.01%
47
+4
834
$1.52K ﹤0.01%
48
835
$1.52K ﹤0.01%
18
-4
836
$1.52K ﹤0.01%
10
-5
837
$1.52K ﹤0.01%
9
838
$1.52K ﹤0.01%
28
-6
839
$1.52K ﹤0.01%
30
-5
840
$1.52K ﹤0.01%
17
+3
841
$1.51K ﹤0.01%
38
-5
842
$1.51K ﹤0.01%
105
+42
843
$1.51K ﹤0.01%
101
844
$1.51K ﹤0.01%
13
-10
845
$1.51K ﹤0.01%
20
-8
846
$1.5K ﹤0.01%
45
-9
847
$1.49K ﹤0.01%
58
-38
848
$1.48K ﹤0.01%
21
-3
849
$1.48K ﹤0.01%
14
-3
850
$1.48K ﹤0.01%
8
-3
32 33
34
35 36