JDR

Jay D. Rosenbaum Portfolio holdings

AUM $6.69M
1-Year Est. Return 4.68%
This Quarter Est. Return
1 Year Est. Return
+4.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.2M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$64.6K
2 +$61.8K
3 +$26.1K
4
GD icon
General Dynamics
GD
+$20.4K
5
AAPL icon
Apple
AAPL
+$16.6K

Top Sells

1 +$335K
2 +$308K
3 +$214K
4
EW icon
Edwards Lifesciences
EW
+$140K
5
INTC icon
Intel
INTC
+$111K

Sector Composition

1 Healthcare 25.63%
2 Technology 21.55%
3 Financials 11.45%
4 Industrials 9.07%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,000