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
$109M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$4.75M
3
+$4.46M
4
MYY icon
ProShares Short MidCap400
MYY
+$1.63M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.43M

Top Sells

1
+$3.38M
2
+$2.57M
3
+$2.41M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.73M
5
SMLV icon
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
+$1.5M

Sector Composition

1 Financials 3.82%
2 Consumer Discretionary 3.58%
3 Healthcare 3.19%
4 Industrials 2.49%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,501
127
– –
-12,721
2 3 4 5
6