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
101
$244K 0.23%
+515
102
$240K 0.23%
+3,015
103
$236K 0.22%
+1,034
104
$236K 0.22%
+4,381
105
$232K 0.22%
+627
106
$213K 0.2%
+978
107
$204K 0.19%
+797
108
$204K 0.19%
+3,465
109
$201K 0.19%
+2,612