JWBC
John W. Brooker & Co Portfolio holdings
AUM
$42.7M
This Quarter Return
+2.9%
1 Year Return
+8.79%
3 Year Return
+29.6%
5 Year Return
+42.33%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.39%
Holding
163
New
163
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 3.97% |
| 2 | Technology | 1.32% |
| 3 | Communication Services | 0.5% |
| 4 | Healthcare | 0.43% |
| 5 | Consumer Discretionary | 0.37% |
