JCM
J2 Capital Management Portfolio holdings
AUM
$133M
1-Year Est. Return
13.62%
1 Year Est. Return
+13.62%
AUM
$133M
AUM Growth
+$7.44M
(+5.9%)
Holding
133
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.17M | |
| 3 | +$965K | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$776K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$657K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$923K | |
| 3 | +$882K | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$649K |
| 5 |
BJs Wholesale Club
BJ
|
+$550K |
Sector Composition
| 1 | Industrials | 5.14% |
| 2 | Financials | 5% |
| 3 | Technology | 4.66% |
| 4 | Consumer Discretionary | 3.67% |
| 5 | Healthcare | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Grab
GRAB
$17.9B
| – | – |
-12,189
|
|
||
127
iShares Expanded Tech-Software Sector ETF
IGV
$6.85B
| – | – |
-3,921
|
|
||
128
Lantheus
LNTH
$4.26B
| – | – |
-6,036
|
|
||
129
MSCI
MSCI
$45.3B
| – | – |
-456
|
|
||
130
Old Dominion Freight Line
ODFL
$36.7B
| – | – |
-1,766
|
|
||
131
Tractor Supply
TSCO
$27B
| – | – |
-5,099
|
|
||
132
Vertex Pharmaceuticals
VRTX
$112B
| – | – |
-928
|
|
||
133
Steel Dynamics
STLD
$25.3B
| – | – |
-2,301
|
|