JF
JSF Financial Portfolio holdings
AUM
$421M
This Quarter Return
+23.67%
1 Year Return
+16.29%
3 Year Return
+69.45%
5 Year Return
+110.38%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+17%)
Cap. Flow
-$4.85M
Cap. Flow
% of AUM
-4.19%
Top 10 Holdings %
Top 10 Hldgs %
76.66%
Holding
68
New
9
Increased
14
Reduced
30
Closed
5
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$2.92M |
| 2 |
Spotify
SPOT
|
$307K |
| 3 |
Netflix
NFLX
|
$286K |
| 4 |
Danaher
DHR
|
$264K |
| 5 |
Salesforce
CRM
|
$252K |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$2.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
| 3 |
iShares Select Dividend ETF
DVY
|
$845K |
| 4 |
Uber
UBER
|
$621K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$619K |
Sector Composition
| 1 | Technology | 11.22% |
| 2 | Communication Services | 5.25% |
| 3 | Financials | 2.73% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Healthcare | 2.34% |
