JIC

Joel Isaacson & Co Portfolio holdings

AUM $2.77B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$3.51M
3 +$3.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.55M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.33M

Sector Composition

1 Healthcare 5.36%
2 Technology 5.16%
3 Consumer Staples 5.13%
4 Communication Services 4.84%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K ﹤0.01%
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232