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
$164M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.2M
3 +$1.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M
5
AMZN icon
Amazon
AMZN
+$870K

Sector Composition

1 Technology 5%
2 Communication Services 2.45%
3 Consumer Discretionary 2.13%
4 Financials 0.88%
5 Utilities 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
+2
477
$0 ﹤0.01%
+10
478
$0 ﹤0.01%
+1
479
$0 ﹤0.01%
+1
480
$0 ﹤0.01%
+4
481
$0 ﹤0.01%
+21
482
$0 ﹤0.01%
+1
483
$0 ﹤0.01%
+1
484
$0 ﹤0.01%
+50