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
$70.9M
AUM Growth
-$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.54M
3
+$4.32M
4
NATI
National Instruments Corp
NATI
+$4.13M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.54M

Top Sells

1
+$7.38M
2
+$6.88M
3
+$5.14M
4
X
US Steel
X
+$4.51M
5
DD icon
DuPont de Nemours
DD
+$4.01M

Sector Composition

1 Industrials 52.27%
2 Materials 22.9%
3 Technology 13.75%
4 Healthcare 5.38%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
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