JPC

Jackson Park Capital Portfolio holdings

AUM $53.7M
1-Year Est. Return 6.14%
This Quarter Est. Return
1 Year Est. Return
+6.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.46M
3
+$5.81M
4
SBAC icon
SBA Communications
SBAC
+$5.43M
5
BAC icon
Bank of America
BAC
+$5.37M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.05%
2 Financials 13.62%
3 Consumer Staples 10.42%
4 Energy 10.4%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.77%
+34,000
27
$2.12M 1.69%
+12,188
28
$2.05M 1.63%
+75,000
29
$1.72M 1.37%
+20,000
30
$1.56M 1.24%
+40,000
31
$1.49M 1.19%
+16,000
32
$1.43M 1.14%
+45,000
33
$1.05M 0.84%
+32,700
34
$848K 0.68%
+18,000
35
$425K 0.34%
+57,000
36
$263K 0.21%
+10,027
1
2