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
76
$312K 0.37%
8,915
+3,627
77
$312K 0.37%
1,248
-333
78
$310K 0.37%
661
-88
79
$310K 0.37%
699
+65
80
$309K 0.37%
+1,027
81
$309K 0.37%
2,034
-254
82
$294K 0.35%
3,482
+64
83
$293K 0.35%
12,114
84
$284K 0.34%
1,536
+50
85
$278K 0.33%
2,528
86
$268K 0.32%
+2,914
87
$265K 0.31%
564
-210
88
$262K 0.31%
3,396
-117
89
$251K 0.3%
1,894
+68
90
$249K 0.3%
2,348
91
$243K 0.29%
820
+37
92
$239K 0.28%
500
93
$229K 0.27%
+673
94
$220K 0.26%
2,290
95
$210K 0.25%
9,600
96
$206K 0.25%
+2,188
97
$201K 0.24%
4,842
-1,780
98
– –
-8,488
99
– –
-2,639
100
– –
-8,498
1 2 3
4
5