JPLA
Joseph P. Lucia & Associates Portfolio holdings
AUM
$244M
This Quarter Return
-17.17%
1 Year Return
+14.35%
3 Year Return
+60.39%
5 Year Return
+87.61%
10 Year Return
–
AUM
$89.9M
AUM Growth
+$89.9M
(-18%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
28.06%
Holding
535
New
55
Increased
94
Reduced
92
Closed
54
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.35% |
| 2 | Technology | 3.72% |
| 3 | Communication Services | 3.43% |
| 4 | Financials | 1.59% |
| 5 | Utilities | 0.92% |