JF

Joule Financial Portfolio holdings

AUM $343M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.28M
3
+$1.26M
4
TSLA icon
Tesla
TSLA
+$1.24M
5
VFH icon
Vanguard Financials ETF
VFH
+$860K

Top Sells

1
+$4.8M
2
+$4.23M
3
+$2.38M
4
CLF icon
Cleveland-Cliffs
CLF
+$1.07M
5
JPM icon
JPMorgan Chase
JPM
+$965K

Sector Composition

1 Technology 3.87%
2 Financials 2.38%
3 Industrials 1.85%
4 Consumer Discretionary 1.8%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.3K 0.01%
10,200
102
$19.5K 0.01%
10,000
103
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-2,090
104
– –
-1,170
105
– –
-2,418
106
– –
-4,936
107
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-282
108
– –
-6,143
109
– –
-46,932
110
– –
-16,395
111
– –
-606
112
– –
-11,411
113
– –
-7,802
1 2 3 4
5