JCM
J2 Capital Management Portfolio holdings
AUM
$137M
1-Year Est. Return
16.01%
This Fund
S&P 500
1 Year Est. Return
+16.01%
AUM
$137M
AUM Growth
+$4.16M
(+3.1%)
Holding
128
Top Buys
| 1 | +$1.64M | |
| 2 | +$1.03M | |
| 3 | +$886K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$653K |
| 5 |
Evercore
EVR
|
+$601K |
Top Sells
| 1 | +$910K | |
| 2 | +$787K | |
| 3 | +$764K | |
| 4 |
Deckers Outdoor
DECK
|
+$604K |
| 5 |
Builders FirstSource
BLDR
|
+$564K |
Sector Composition
| 1 | Financials | 5.77% |
| 2 | Industrials | 4.61% |
| 3 | Technology | 4.57% |
| 4 | Healthcare | 3.47% |
| 5 | Energy | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Builders FirstSource
BLDR
$10.2B
| – | – |
-4,653
|
|
||
127
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.91B
| – | – |
-2,819
|
|
||
128
Archer Aviation
ACHR
$4.61B
| – | – |
-12,329
|
|