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JFS

JD Financial Services Portfolio holdings

AUM $121M
1-Year Est. Return 12.96%
This Fund
S&P 500
This Quarter Est. Return
+4.83%
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$11.7M
Cap. Flow
+$6.71M
Cap. Flow %
5.53%
Top 10 Hldgs %
74.2%
Holding
40
New
6
Increased
12
Reduced
17
Closed
1

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JD Financial Services's Q4 2021 Portfolio in Review

As of Q4 2021, JD Financial Services held 40 positions worth $121M, up 11% from $110M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

JD Financial Services deployed $6.71M of net new capital in Q4 2021, opening 6 new positions and adding to 12 existing holdings. Its largest new stake was State Street Energy Select Sector SPDR ETF: 132,082 shares worth $3.67M.

By sector, the portfolio is most concentrated in Technology at 0.59% of assets, up from 0.55% a quarter earlier, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was State Street SPDR Portfolio Intermediate Term Treasury ETF, an estimated $1.52M trimmed.

  • JD Financial Services's largest Q4 2021 buy was State Street Energy Select Sector SPDR ETF: 132,082 shares worth $3.67M.
  • JD Financial Services added most to WisdomTree International SmallCap Dividend Fund in Q4 2021, an estimated $1.28M increase.
  • JD Financial Services's biggest Q4 2021 reduction was State Street SPDR Portfolio Intermediate Term Treasury ETF, cutting an estimated $1.52M.
  • JD Financial Services fully exited State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021, selling an estimated $244K.
  • JD Financial Services's ten largest holdings make up 74% of its $121M portfolio in Q4 2021.
  • JD Financial Services opened 6 new positions and closed 1 in Q4 2021.
  • JD Financial Services's portfolio value rose 11% quarter-over-quarter to $121M.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.