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
76
$304K 0.29%
+9,681
77
$302K 0.29%
+2,528
78
$301K 0.29%
+4,154
79
$297K 0.28%
+3,791
80
$296K 0.28%
+6,215
81
$295K 0.28%
+2,787
82
$295K 0.28%
+1,771
83
$293K 0.28%
+2,248
84
$292K 0.28%
+780
85
$288K 0.27%
+4,247
86
$288K 0.27%
+1,622
87
$279K 0.27%
+3,256
88
$275K 0.26%
+7,656
89
$269K 0.26%
+2,234
90
$267K 0.25%
+3,731
91
$267K 0.25%
+8,732
92
$267K 0.25%
+1,292
93
$266K 0.25%
+2,591
94
$263K 0.25%
+442
95
$258K 0.25%
+3,881
96
$253K 0.24%
+1,638
97
$253K 0.24%
+4,125
98
$253K 0.24%
+12,813
99
$250K 0.24%
+2,361
100
$247K 0.23%
+2,825
1 2 3
4
5