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JCM
Jacobi Capital Management Portfolio holdings
AUM
$1.79B
1-Year Est. Return
17.98%
This Fund
S&P 500
1 Year Est. Return
+17.98%
AUM
$678M
AUM Growth
+$44.1M
(+7%)
Holding
1,494
Top Buys
| 1 | +$1.64M | |
| 2 | +$1.24M | |
| 3 | +$1.14M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.02M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$934K |
Top Sells
| 1 | +$8.09M | |
| 2 | +$3.88M | |
| 3 | +$2.04M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$728K |
| 5 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
+$705K |
Sector Composition
| 1 | Financials | 12% |
| 2 | Technology | 8.25% |
| 3 | Healthcare | 7.38% |
| 4 | Industrials | 5.62% |
| 5 | Consumer Staples | 5.02% |