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JFS Wealth Advisors, LLC

Q1 2022 Holdings

Filed 2022-05-02 | 1945 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
TD Synnex Corporation(SNX)COM87162W100$3310.0%
Manhattan Associates Inc(MANH)COM562750109$3220.0%
Element Solutions Inc(ESI)COM28618M106$31510.0%
Antero Resources Corp(AR)COM03674X106$31120.0%
Kinsale Cap Group Inc(KNSL)COM49714P108$3120.0%
Integra Lifesciences Hldgs C(IART)COM NEW457985208$3400.0%
Penn Natl Gaming Inc(PENN)COM707569109$3610.0%
Madison Square Grdn Sprt COR(MSGS)CL A55825T103$3160.0%
Performance Food Group Co(PFGC)COM71377A103$3660.0%
Taylor Morrison Home Corp(TMHC)COM87724P106$31080.0%
Paylocity Hldg Corp(PCTY)COM70438V106$3140.0%
Paycom Software Inc(PAYC)COM70432V102$3100.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$3650.0%
Insight Enterprises Inc(NSIT)COM45765U103$3290.0%
Xerox Holdings Corp(XRX)COM NEW98421M106$31470.0%
Ingredion Inc(INGR)COM457187102$3360.0%
Planet Fitness Inc(PLNT)CL A72703H101$3340.0%
Polaris Inc(PII)COM731068102$3310.0%
Premier Inc(PINC)CL A74051N102$3880.0%
Idex Corp(IEX)COM45167R104$3180.0%
Idacorp Inc(IDA)COM451107106$3250.0%
Primerica Inc(PRI)COM74164M108$3220.0%
Proshares TR(ONLN)ONLINE RTL ETF74347B169$3600.0%
PVH Corporation(PVH)COM693656100$3330.0%
MSA Safety Inc(MSA)COM553498106$3200.0%
Quidel CorpCOM74838J101$3230.0%
Mgic Invt Corp WIS(MTG)COM552848103$32120.0%
Hudson PAC Pptys IncCOM444097109$31250.0%
Huazhu Group LTD(HTHT)SPONSORED ADS44332N106$3950.0%
RH(RH)COM74967X103$380.0%
Ormat Technologies Inc(ORA)COM686688102$3360.0%
Tegna Inc(TGNA)COM87901J105$31370.0%
MDU RES Group Inc(MDU)COM552690109$31280.0%
Teradata Corp del(TDC)COM88076W103$3560.0%
Radian Group Inc(RDN)COM750236101$31370.0%
Cushman Wakefield PLC(CWK)SHSG2717B108$31370.0%
Ralph Lauren Corp(RL)CL A751212101$3250.0%
Iridium Communications Inc(IRDM)COM46269C102$3740.0%
Home Bancshares Inc(HOMB)COM436893200$31300.0%
One Gas Inc(OGS)COM68235P108$3290.0%
Hexcel Corp New(HXL)COM428291108$3580.0%
Kemper Corp(KMPR)COM488401100$3450.0%
Louisiana PAC Corp(LPX)COM546347105$3540.0%
Old Natl Bancorp IND(ONB)COM680033107$31840.0%
Herc Hldgs Inc(HRI)COM42704L104$3200.0%
Heico Corp New(HEI/A)CL A422806208$3220.0%
Nuvasive Inc(NUVAGBP)COM670704105$3510.0%
Enstar Group LimitedSHSG3075P101$4150.0%
Antero Midstream Corp(AM)COM03676B102$43310.0%
Arrowhead Pharmaceuticals in(ARWR)COM04280A100$4960.0%
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