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
$40.7M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M

Top Sells

1
+$9.38M
2
+$2.74M
3
+$1.96M

Sector Composition

1 Financials 35.01%
2 Technology 19.62%
3 Communication Services 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.95M 22.02%
525,168
-550,000
2
$8.89M 21.85%
455,000
+75,000
3
$5.35M 13.16%
1,272,833
-466,500
4
$5.34M 13.14%
78,014
5
$5.22M 12.83%
691,928
6
$4.15M 10.21%
156,387
7
$2.76M 6.79%
73,500
-73,000