JPLA
Joseph P. Lucia & Associates Portfolio holdings
AUM
$244M
1-Year Return
14.35%
This Quarter Return
+35.97%
1 Year Return
+14.35%
3 Year Return
+60.39%
5 Year Return
+87.61%
10 Year Return
–
AUM
$1.34M
AUM Growth
–
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.1%
Holding
349
New
347
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.73% |
| 2 | Healthcare | 1.22% |
| 3 | Industrials | 1.12% |
| 4 | Communication Services | 1.03% |
| 5 | Utilities | 0.81% |
