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JF

JSF Financial Portfolio holdings

AUM $510M
1-Year Est. Return 21.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.5M
3
+$8.06M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.35M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$5.8M

Top Sells

1
+$4.79M
2
+$2.02M
3
+$1.75M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.11M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.05M

Sector Composition

1 Technology 7.47%
2 Communication Services 4.86%
3 Healthcare 2.4%
4 Financials 2.35%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+10,000
102
– –
-1,230
103
– –
-14,743
104
– –
-18,010
105
– –
-3,192
106
– –
-2,134
107
– –
-1,120
108
– –
-9,062
109
– –
-4,589
110
– –
-4,308
111
– –
-2,740
112
– –
-3,428
113
– –
-12,133
114
– –
-13,000
115
– –
-4,941
116
– –
-2,550
117
– –
-11,906
118
– –
-13,038
119
– –
-9,044
120
– –
-11,763
121
– –
-3,816
1 2 3 4
5