JPLA

Joseph P. Lucia & Associates Portfolio holdings

AUM $265M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 4.3%
2 Technology 2.75%
3 Consumer Discretionary 2.41%
4 Financials 1.59%
5 Real Estate 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K 0.01%
777
327
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500
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375
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+1
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267
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136
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185
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-200
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508
337
$8K 0.01%
97
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426
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$6K 0.01%
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500
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200
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$6K 0.01%
130