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
876
$1.39K ﹤0.01%
14
-3
877
$1.39K ﹤0.01%
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878
$1.39K ﹤0.01%
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879
$1.39K ﹤0.01%
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880
$1.39K ﹤0.01%
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-51
881
$1.39K ﹤0.01%
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-8
882
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63
+5
883
$1.38K ﹤0.01%
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884
$1.38K ﹤0.01%
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-4
885
$1.38K ﹤0.01%
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$1.38K ﹤0.01%
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887
$1.37K ﹤0.01%
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-11
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$1.36K ﹤0.01%
10
+4
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$1.36K ﹤0.01%
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$1.36K ﹤0.01%
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10
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$1.34K ﹤0.01%
10
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894
$1.34K ﹤0.01%
12
-2
895
$1.34K ﹤0.01%
24
-1
896
$1.34K ﹤0.01%
22
-5
897
$1.34K ﹤0.01%
14
-3
898
$1.34K ﹤0.01%
34
-30
899
$1.34K ﹤0.01%
10
+1
900
$1.33K ﹤0.01%
10
-5
34 35
36
37 38