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JCA

Jade Capital Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.7M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$306K
3
+$261K
4
FTI icon
TechnipFMC
FTI
+$152K
5
HA
Hawaiian Holdings, Inc.
HA
+$83.5K

Top Sells

1
+$7.79M
2
+$6.01M
3
+$4.16M
4
GT icon
Goodyear
GT
+$4.07M
5
BA icon
Boeing
BA
+$3.91M

Sector Composition

1 Materials 40.38%
2 Industrials 25.91%
3 Consumer Discretionary 19.82%
4 Energy 1.48%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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