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
51
$426K 0.51%
1,210
+34
52
$410K 0.49%
5,936
+669
53
$404K 0.48%
+3,682
54
$400K 0.47%
5,621
+190
55
$398K 0.47%
3,020
+278
56
$395K 0.47%
1,173
+128
57
$393K 0.47%
6,000
58
$389K 0.46%
156
-7
59
$385K 0.46%
1,968
+94
60
$375K 0.45%
6,082
-113
61
$375K 0.44%
1,014
+7
62
$364K 0.43%
3,181
-740
63
$364K 0.43%
2,635
+36
64
$361K 0.43%
3,313
-3
65
$354K 0.42%
+4,227
66
$352K 0.42%
4,180
+71
67
$350K 0.42%
+2,779
68
$347K 0.41%
7,612
+128
69
$342K 0.41%
+36,096
70
$334K 0.4%
10,611
-162
71
$333K 0.4%
2,537
+87
72
$331K 0.39%
2,357
+61
73
$322K 0.38%
7,290
+260
74
$317K 0.38%
3,228
-738
75
$313K 0.37%
2,448
+22
1 2
3
4 5