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
$73M
AUM Growth
-$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.53M
3
+$2.19M
4
RHI icon
Robert Half
RHI
+$1.83M
5
SH icon
ProShares Short S&P500
SH
+$1.51M

Top Sells

1
+$2.44M
2
+$2.09M
3
+$1.73M
4
COF icon
Capital One
COF
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.49M

Sector Composition

1 Financials 28.49%
2 Healthcare 15.34%
3 Consumer Discretionary 10.65%
4 Communication Services 9.35%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.91M 5.36%
40,000
+2,000
2
$3.49M 4.79%
55,000
-25,000
3
$3.34M 4.57%
40,000
-4,810
4
$3.19M 4.38%
85,000
-65,000
5
$3.18M 4.36%
75,000
+5,000
6
$3.11M 4.26%
58,000
-10,000
7
$3.04M 4.17%
68,000
-8,000
8
$2.91M 3.98%
84,000
+18,000
9
$2.88M 3.95%
123,000
-32,000
10
$2.83M 3.88%
+11,700
11
$2.75M 3.77%
52,000
-3,000
12
$2.53M 3.46%
+17,000
13
$2.19M 3.01%
+33,000
14
$2.05M 2.81%
33,000
-24,000
15
$1.99M 2.73%
68,000
-22,000
16
$1.96M 2.68%
39,000
17
$1.94M 2.66%
50,000
18
$1.91M 2.61%
32,922
19
$1.86M 2.55%
16,500
+1,500
20
$1.83M 2.51%
+48,000
21
$1.7M 2.32%
10,800
-1,000
22
$1.55M 2.12%
11,000
-5,500
23
$1.51M 2.06%
+9,500
24
$1.5M 2.06%
+14,000
25
$1.34M 1.83%
12,000
-6,000
1
2 3