DJFS

Dean Jacobson Financial Services Portfolio holdings

AUM $129M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26M
AUM Growth
+$64K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$6.09K

Top Sells

No sells this quarter

Sector Composition

1 Energy 60.68%
2 Financials 19.94%
3 Technology 19.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$524K 41.62%
885
2
$251K 19.94%
14,786
+359
3
$244K 19.38%
1,764
4
$240K 19.06%
2,747