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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
$374M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$5.97M
3
+$5.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.88M
5
AAPL icon
Apple
AAPL
+$3.04M

Top Sells

1
+$18M
2
+$7.2M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$1.02M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$935K

Sector Composition

1 Technology 12.77%
2 Communication Services 4.58%
3 Financials 3.05%
4 Consumer Discretionary 2.6%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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-3,654
129
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-726
130
– –
-2,966
131
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-1,797
132
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-836
133
– –
-2,723
134
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-917
135
– –
-4,000
136
– –
-8,175
2 3 4 5
6