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JDC-JSC Portfolio holdings

AUM $20.8M
1-Year Est. Return 30.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.3M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$1.04M
3
+$691K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$568K
5
C icon
Citigroup
C
+$474K

Top Sells

1
+$2.68M
2
+$1.69M
3
+$1.43M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
CSCO icon
Cisco
CSCO
+$1.14M

Sector Composition

1 Technology 26.8%
2 Communication Services 24.32%
3 Financials 21.72%
4 Consumer Discretionary 17.32%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$327B
– –
-5,000
HYG icon
27
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
– –
-3,200
NOAH
28
Noah Holdings
NOAH
$677M
– –
-9,500
QQQ icon
29
Invesco QQQ Trust
QQQ
$479B
– –
-6,600
VZ icon
30
Verizon
VZ
$201B
– –
-1,900
1
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