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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$7.05M
3
+$6.08M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.21M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.92%
2 Healthcare 3.41%
3 Financials 2.86%
4 Technology 2.71%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.35%
+8,082
52
$364K 0.35%
+3,900
53
$364K 0.35%
+7,620
54
$358K 0.34%
+6,271
55
$355K 0.34%
+1,211
56
$346K 0.33%
+3,069
57
$343K 0.33%
+5,526
58
$342K 0.33%
+1,478
59
$335K 0.32%
+3,109
60
$334K 0.32%
+1,080
61
$330K 0.31%
+3,707
62
$325K 0.31%
+788
63
$324K 0.31%
+2,092
64
$324K 0.31%
+5,354
65
$324K 0.31%
+2,837
66
$318K 0.3%
+734
67
$316K 0.3%
+2,731
68
$314K 0.3%
+10,051
69
$314K 0.3%
+5,345
70
$313K 0.3%
+6,610
71
$307K 0.29%
+1,629
72
$307K 0.29%
+2,373
73
$306K 0.29%
+7,780
74
$305K 0.29%
+19,763
75
$305K 0.29%
+7,273
1 2
3
4 5