JVBC

J.V. Bruni & Co Portfolio holdings

AUM $950M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$12.7M
3 +$6.22M

Top Sells

1 +$18.2M
2 +$7.29M
3 +$4.88M
4
AMT icon
American Tower
AMT
+$4.07M
5
RDN icon
Radian Group
RDN
+$710K

Sector Composition

1 Financials 50.68%
2 Consumer Discretionary 11%
3 Real Estate 10.19%
4 Energy 8.64%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$495K 0.09%
2,422
-19,909
27
$375K 0.07%
7,916
28
-1,018
29
-76,518