JIC
Joel Isaacson & Co Portfolio holdings
AUM
$3.02B
1-Year Est. Return
21.83%
This Fund
S&P 500
1 Year Est. Return
+21.83%
AUM
$769M
AUM Growth
+$67.1M
(+9.6%)
Holding
232
Top Buys
| 1 | +$8.01M | |
| 2 | +$3.35M | |
| 3 | +$2.44M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.49M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.39M |
Top Sells
| 1 | +$9.04M | |
| 2 | +$634K | |
| 3 | +$468K | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$322K |
| 5 |
RVLP
RVL Pharmaceuticals plc Ordinary Shares
RVLP
|
+$303K |
Sector Composition
| 1 | Technology | 8.68% |
| 2 | Communication Services | 7.11% |
| 3 | Consumer Staples | 3.85% |
| 4 | Healthcare | 3.24% |
| 5 | Financials | 3.03% |