JF
Joule Financial Portfolio holdings
AUM
$334M
1-Year Est. Return
15.75%
1 Year Est. Return
+15.75%
AUM
$334M
AUM Growth
+$25.8M
(+8.4%)
Holding
121
Top Buys
| 1 | +$10.6M | |
| 2 | +$3.15M | |
| 3 | +$1.39M | |
| 4 |
Paysign
PAYS
|
+$1.34M |
| 5 |
Lyft
LYFT
|
+$1.12M |
Top Sells
| 1 | +$5.26M | |
| 2 | +$4.29M | |
| 3 | +$1.4M | |
| 4 |
Bloom Energy
BE
|
+$1.1M |
| 5 |
Cameco
CCJ
|
+$993K |
Sector Composition
| 1 | Technology | 5.25% |
| 2 | Industrials | 2.16% |
| 3 | Financials | 2.03% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Communication Services | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$313B
| $1.7M | 0.51% |
24,841
+498
|
|
||
27
Amazon
AMZN
$2.46T
| $1.65M | 0.49% |
7,517
-273
|
|
||
28
Alibaba
BABA
$376B
| $1.49M | 0.45% |
8,344
+172
|
|
||
29
Ciena
CIEN
$30.7B
| $1.45M | 0.44% |
9,982
-708
|
|
||
30
IBM
IBM
$289B
| $1.42M | 0.43% |
5,047
-2,222
|
|
||
31
Vanguard Utilities ETF
VPU
$7.77B
| $1.36M | 0.41% |
7,156
-80
|
|
||
32
Apple
AAPL
$4.09T
| $1.3M | 0.39% |
5,103
-497
|
|
||
33
Coinbase
COIN
$73.5B
| $1.19M | 0.36% |
3,518
+5
|
|
||
34
Schwab US Large- Cap ETF
SCHX
$62.8B
| $1.13M | 0.34% |
42,842
-4,459
|
|
||
35
Schwab US Large-Cap Value ETF
SCHV
$14B
| $1.13M | 0.34% |
38,652
-1,418
|
|
||
36
Microsoft
MSFT
$3.56T
| $1.1M | 0.33% |
2,120
-186
|
|
||
37
Baidu
BIDU
$42.9B
| $1.1M | 0.33% |
8,327
+717
|
|
||
38
JPMorgan Chase
JPM
$832B
| $1.07M | 0.32% |
3,397
-190
|
|
||
39
iShares Core S&P 500 ETF
IVV
$732B
| $979K | 0.29% |
1,463
-525
|
|
||
40
First Solar
FSLR
$27.2B
| $950K | 0.28% |
+4,309
|
|
||
|
41
Cameco
CCJ
$39B
| $941K | 0.28% |
11,221
-11,844
|
|
||
|
OKLO
42
Oklo
OKLO
$15.6B
| $932K | 0.28% |
8,350
-8,878
|
|
||
43
Cummins
CMI
$69.9B
| $864K | 0.26% |
2,046
+12
|
|
||
44
SPDR Gold Trust
GLD
$142B
| $854K | 0.26% |
2,403
-14,793
|
|
||
45
The Mosaic Company
MOS
$7.46B
| $849K | 0.25% |
24,469
-903
|
|
||
46
Procter & Gamble
PG
$328B
| $844K | 0.25% |
5,495
-154
|
|
||
47
Baker Hughes
BKR
$46.7B
| $828K | 0.25% |
+16,999
|
|
||
48
Vanguard Materials ETF
VAW
$2.74B
| $810K | 0.24% |
3,952
+95
|
|
||
49
Kroger
KR
$39.6B
| $779K | 0.23% |
11,562
-142
|
|
||
50
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $744K | 0.22% |
25,090
+211
|
|