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
1501
$132 ﹤0.01%
3
1502
$130 ﹤0.01%
5
1503
$128 ﹤0.01%
50
+32
1504
$128 ﹤0.01%
+7
1505
$127 ﹤0.01%
6
-3
1506
$127 ﹤0.01%
6
-9
1507
$124 ﹤0.01%
5
+3
1508
$124 ﹤0.01%
6
+4
1509
$123 ﹤0.01%
+1
1510
$116 ﹤0.01%
6
-2
1511
$116 ﹤0.01%
3
-349
1512
$113 ﹤0.01%
2
-1
1513
$110 ﹤0.01%
8
-2
1514
$110 ﹤0.01%
4
-25
1515
$110 ﹤0.01%
+1
1516
$109 ﹤0.01%
3
-1
1517
$108 ﹤0.01%
3
-2,506
1518
$108 ﹤0.01%
17
-26
1519
$106 ﹤0.01%
2
1520
$102 ﹤0.01%
5
-32
1521
$100 ﹤0.01%
4
1522
$99 ﹤0.01%
1
-3
1523
$98 ﹤0.01%
4
-1
1524
$93 ﹤0.01%
14
+6
1525
$93 ﹤0.01%
3
-15
59 60
61
62 63