JCM

J2 Capital Management Portfolio holdings

AUM $133M
1-Year Est. Return 13.62%
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.84M
3
+$3.58M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.37M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.72M

Top Sells

1
+$2.61M
2
+$2.53M
3
+$1.51M
4
NEM icon
Newmont
NEM
+$374K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$353K

Sector Composition

1 Industrials 4.55%
2 Consumer Discretionary 4.09%
3 Technology 3.87%
4 Consumer Staples 3.46%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$617K 0.73%
+15,174
27
$615K 0.73%
16,525
+1,108
28
$609K 0.72%
9,619
-180
29
$604K 0.72%
+2,743
30
$602K 0.71%
4,423
-1,500
31
$601K 0.71%
3,121
-107
32
$600K 0.71%
3,219
+981
33
$593K 0.7%
16,636
+1,548
34
$586K 0.7%
2,392
+313
35
$581K 0.69%
+12,587
36
$574K 0.68%
12,214
-359
37
$543K 0.65%
15,396
+81
38
$536K 0.64%
5,617
-362
39
$535K 0.64%
10,045
+2,656
40
$501K 0.59%
5,987
-358
41
$500K 0.59%
+8,462
42
$492K 0.58%
3,380
+979
43
$485K 0.58%
1,030
+423
44
$480K 0.57%
2,837
+730
45
$467K 0.55%
+3,921
46
$465K 0.55%
+8,995
47
$451K 0.54%
7,157
+3,248
48
$444K 0.53%
+3,320
49
$440K 0.52%
5,573
-1,215
50
$439K 0.52%
954
-135
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