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
1476
$174 ﹤0.01%
300
1477
$174 ﹤0.01%
+9
1478
$170 ﹤0.01%
16
-1,181
1479
$170 ﹤0.01%
3
-2
1480
$170 ﹤0.01%
2
1481
$169 ﹤0.01%
3
-11
1482
$165 ﹤0.01%
6
-3
1483
$164 ﹤0.01%
2
1484
$164 ﹤0.01%
+5
1485
$163 ﹤0.01%
7
1486
$162 ﹤0.01%
10
-2
1487
$160 ﹤0.01%
3
-13
1488
$154 ﹤0.01%
1
1489
$152 ﹤0.01%
5
-4
1490
$147 ﹤0.01%
3
-1
1491
$146 ﹤0.01%
3
1492
$145 ﹤0.01%
16
-17
1493
$144 ﹤0.01%
2
1494
$144 ﹤0.01%
3
-1
1495
$142 ﹤0.01%
3
-12
1496
$141 ﹤0.01%
14
-22
1497
$139 ﹤0.01%
4
1498
$138 ﹤0.01%
2
-1
1499
$134 ﹤0.01%
+4
1500
$134 ﹤0.01%
120
58 59
60
61 62