JIC
Joel Isaacson & Co Portfolio holdings
AUM
$3.03B
1-Year Est. Return
19.9%
This Fund
S&P 500
1 Year Est. Return
+19.9%
AUM
$3.03B
AUM Growth
+$257M
(+9.3%)
Holding
478
Top Buys
| 1 | +$16.9M | |
| 2 | +$14.2M | |
| 3 | +$10.5M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$9.87M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.85M |
Top Sells
| 1 | +$3.15M | |
| 2 | +$2.32M | |
| 3 | +$1.32M | |
| 4 |
Match Group
MTCH
|
+$1.07M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$746K |
Sector Composition
| 1 | Communication Services | 13.17% |
| 2 | Technology | 8.56% |
| 3 | Financials | 4.9% |
| 4 | Consumer Discretionary | 2.36% |
| 5 | Healthcare | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Zimmer Biomet
ZBH
$19.7B
| – | – |
-2,136
|
|
||
477
Dimensional US Core Equity Market ETF
DFAU
$10.7B
| – | – |
-6,762
|
|