JF

Joule Financial Portfolio holdings

AUM $308M
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.17%
2 Financials 3.08%
3 Technology 2.9%
4 Healthcare 2.88%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$109K 0.09%
+21,010
77
$19K 0.01%
+1,882