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
1551
$63 ﹤0.01%
2
-4
1552
$61 ﹤0.01%
4
+1
1553
$59 ﹤0.01%
5
1554
$58 ﹤0.01%
+3
1555
$57 ﹤0.01%
6
-11
1556
$56 ﹤0.01%
6
-32
1557
$53 ﹤0.01%
1
1558
$51 ﹤0.01%
1
1559
$50 ﹤0.01%
1
-5
1560
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+1
1561
$48 ﹤0.01%
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4
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$47 ﹤0.01%
15
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$40 ﹤0.01%
3
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$39 ﹤0.01%
1
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1
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1569
$38 ﹤0.01%
5
-15
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$36 ﹤0.01%
1
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$34 ﹤0.01%
3
1572
$34 ﹤0.01%
1
1573
$32 ﹤0.01%
15
-7
1574
– –
0
1575
$31 ﹤0.01%
1
-40
61 62
63
64 65