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
1051
$878 ﹤0.01%
25
1052
$877 ﹤0.01%
5
-1
1053
$877 ﹤0.01%
16
-3
1054
$875 ﹤0.01%
8
1055
$872 ﹤0.01%
1
1056
$869 ﹤0.01%
8
-1
1057
$864 ﹤0.01%
2
-1
1058
$860 ﹤0.01%
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-19
1059
$857 ﹤0.01%
47
+12
1060
$850 ﹤0.01%
14
1061
$849 ﹤0.01%
4
-3
1062
$840 ﹤0.01%
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-4
1063
$840 ﹤0.01%
10
-3
1064
$831 ﹤0.01%
16
+2
1065
$831 ﹤0.01%
8
1066
$829 ﹤0.01%
5
+2
1067
$828 ﹤0.01%
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1068
$823 ﹤0.01%
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1069
$822 ﹤0.01%
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-10
1070
$821 ﹤0.01%
7
1071
$821 ﹤0.01%
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-4
1072
$819 ﹤0.01%
35
+5
1073
$818 ﹤0.01%
9
-2
1074
$815 ﹤0.01%
5
-1
1075
$812 ﹤0.01%
7
+1
41 42
43
44 45