JSA

Jacobson & Schmitt Advisors Portfolio holdings

AUM $564M
1-Year Est. Return 24.75%
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$10.5M
3 +$9.33M
4
MELI icon
Mercado Libre
MELI
+$7.82M
5
MSFT icon
Microsoft
MSFT
+$6.52M

Top Sells

1 +$12.8M
2 +$12.1M
3 +$7.03M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.72M
5
APP icon
Applovin
APP
+$3.47M

Sector Composition

1 Technology 20.68%
2 Financials 15.93%
3 Industrials 11.59%
4 Consumer Discretionary 9.73%
5 Healthcare 6.49%