JFS

JD Financial Services Portfolio holdings

AUM $121M
1-Year Est. Return 12.96%
This Quarter Est. Return
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.8M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.32M
3
+$3.82M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$2.28M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.61M

Top Sells

1
+$12.7M
2
+$11.8M
3
+$8.96M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$7.88M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$7.81M

Sector Composition

1 Communication Services 1.15%
2 Technology 0.6%
3 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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54
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55
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56
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57
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-3,025
58
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-2,934
59
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-303,784
60
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-2,658
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3