We are live on ! Find out more
JBL

Jackson Brooke LLC Portfolio holdings

AUM $92.3M
This Fund
S&P 500
This Quarter Est. Return
-36.54%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92.3M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow %
126.65%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
TPG icon
TPG
TPG
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPG icon
1
TPG
TPG
$6.92B
$92.3M 100%
+2,279,109
New +$117M

Similar funds

WM
Windward Management Miami Beach, Florida $92.4M AUM
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
AW
Aspirean Wealth Mill Valley, California $92.1M AUM
RC
Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
IIWM
Investment Insight Wealth Management North Massapequa, New York $92.7M AUM
ITG
Index Technologies Group New York $91.8M AUM