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
$187M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$374K
2 +$321K
3 +$268K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$263K
5
VTV icon
Vanguard Value ETF
VTV
+$228K

Sector Composition

1 Technology 7.74%
2 Consumer Discretionary 3.27%
3 Communication Services 3.23%
4 Financials 0.51%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,040
127
-782