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
$235M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.5M
3
+$10.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.51M

Top Sells

1
+$19.6M
2
+$14.6M
3
+$3.32M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.29M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$909K

Sector Composition

1 Technology 9.07%
2 Communication Services 4.64%
3 Financials 3.15%
4 Healthcare 2.69%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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