JCM
Jacobsen Capital Management Portfolio holdings
AUM
$272M
1-Year Est. Return
17.72%
1 Year Est. Return
+17.72%
AUM
$230M
AUM Growth
-$4.72M
(-2%)
Holding
104
Top Buys
| 1 | +$475K | |
| 2 | +$360K | |
| 3 | +$312K | |
| 4 |
Uber
UBER
|
+$241K |
| 5 |
T-Mobile US
TMUS
|
+$229K |
Top Sells
| 1 | +$1.8M | |
| 2 | +$222K | |
| 3 | +$210K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$204K |
| 5 |
Autodesk
ADSK
|
+$202K |
Sector Composition
| 1 | Technology | 10.69% |
| 2 | Financials | 3.7% |
| 3 | Communication Services | 3.48% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Healthcare | 2.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Autodesk
ADSK
$64.7B
| – | – |
-682
|
|
||
102
Applied Materials
AMAT
$179B
| – | – |
-1,289
|
|
||
103
Arista Networks
ANET
$180B
| – | – |
-2,010
|
|
||
104
Caterpillar
CAT
$247B
| – | – |
-552
|
|