RJ

Ronald Juvonen Portfolio holdings

AUM $39.9M
1-Year Est. Return 33.6%
This Quarter Est. Return
1 Year Est. Return
+33.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.5M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$394K

Top Sells

1
+$3.32M
2
+$2.74M
3
+$2.21M

Sector Composition

1 Financials 29.42%
2 Technology 28.11%
3 Communication Services 13.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 18.34%
1,195,168
-390,000
2
$10M 18.04%
380,000
3
$7.58M 13.68%
266,487
-77,500
4
$6.31M 11.38%
1,739,333
5
$5.79M 10.44%
89,988
6
$5.46M 9.84%
691,928
+50,000
7
$5.11M 9.22%
3,776,700
-2,024,000
8
$5.02M 9.05%
196,500