JPLA
Joseph P. Lucia & Associates Portfolio holdings
AUM
$280M
1-Year Est. Return
18.25%
This Fund
S&P 500
1 Year Est. Return
+18.25%
AUM
$107M
AUM Growth
-$4.01M
(-3.6%)
Holding
513
Top Buys
| 1 | +$568K | |
| 2 | +$435K | |
| 3 | +$424K | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$396K |
| 5 |
WisdomTree Cloud Computing Fund
WCLD
|
+$356K |
Top Sells
| 1 | +$861K | |
| 2 | +$827K | |
| 3 | +$369K | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$313K |
| 5 |
Stitch Fix
SFIX
|
+$300K |
Sector Composition
| 1 | Consumer Discretionary | 8.57% |
| 2 | Technology | 4% |
| 3 | Communication Services | 3.28% |
| 4 | Utilities | 0.7% |
| 5 | Financials | 0.59% |