JF
Joule Financial Portfolio holdings
AUM
$308M
This Quarter Return
-11.76%
1 Year Return
+15.74%
3 Year Return
+43.81%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.45%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
