JF

JSF Financial Portfolio holdings

AUM $451M
1-Year Est. Return 19.09%
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$516K
3 +$240K
4
XOM icon
Exxon Mobil
XOM
+$233K
5
AMZN icon
Amazon
AMZN
+$217K

Top Sells

1 +$4.68M
2 +$474K
3 +$448K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$391K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$279K

Sector Composition

1 Technology 11.17%
2 Communication Services 5.24%
3 Financials 3.79%
4 Consumer Discretionary 3.13%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$136K 0.08%
2,085
-392