JPLA
Joseph P. Lucia & Associates Portfolio holdings
AUM
$265M
1-Year Est. Return
16.09%
1 Year Est. Return
+16.09%
AUM
$244M
AUM Growth
+$25.5M
(+12%)
Holding
154
Top Buys
| 1 | +$1.62M | |
| 2 | +$993K | |
| 3 | +$624K | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$608K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$591K |
Top Sells
| 1 | +$437K | |
| 2 | +$359K | |
| 3 | +$274K | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$264K |
| 5 |
Pfizer
PFE
|
+$243K |
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Consumer Discretionary | 3.41% |
| 3 | Communication Services | 3.23% |
| 4 | Financials | 1.05% |
| 5 | Energy | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Aldeyra Therapeutics
ALDX
$295M
| $121K | 0.05% |
31,623
-35
|
|
||
152
KULR Technology Group
KULR
$140M
| – | – |
-2,823
|
|
||
153
iShares US Healthcare ETF
IYH
$2.93B
| – | – |
-3,324
|
|
||
154
State Street SPDR Global Dow ETF
DGT
$504M
| – | – |
-1,522
|
|