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
$34.3M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.55M
3
+$1.53M
4
BA icon
Boeing
BA
+$1.52M
5
SPR icon
Spirit AeroSystems
SPR
+$1.51M

Top Sells

1
+$2.11M
2
+$1.18M
3
+$1.04M
4
VMC icon
Vulcan Materials
VMC
+$876K
5
LMT icon
Lockheed Martin
LMT
+$773K

Sector Composition

1 Industrials 45.55%
2 Consumer Discretionary 28.65%
3 Materials 22.4%
4 Energy 1.91%
5 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-2,000
54
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-10,000
55
– –
-2,500
56
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-7,000
57
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-10,000
58
– –
-10,000
1 2
3