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
101
– –
-3,739
102
– –
-7,414
103
– –
-7,637
104
– –
-105,533
105
– –
-1,612
106
– –
-3,403
107
– –
-78,497
108
– –
-8,706
109
– –
-4,372
1 2 3 4
5