JCA

Jade Capital Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 29.77%
This Quarter Est. Return
1 Year Est. Return
+29.77%
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
+$335K
2
+$236K
3
+$214K
4
FTI icon
TechnipFMC
FTI
+$135K
5
HA
Hawaiian Holdings, Inc.
HA
+$71.7K

Top Sells

1
+$7.22M
2
+$6.01M
3
+$4.16M
4
BA icon
Boeing
BA
+$3.63M
5
SAVE
Spirit Airlines, Inc.
SAVE
+$3.5M

Sector Composition

1 Materials 42.64%
2 Industrials 23.65%
3 Consumer Discretionary 19.82%
4 Energy 1.48%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
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