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
$135M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.16M
3
+$6.79M
4
GE icon
GE Aerospace
GE
+$5.4M
5
MIDD icon
Middleby
MIDD
+$5.16M

Top Sells

1
+$6.54M
2
+$5.04M
3
+$3.47M
4
LPX icon
Louisiana-Pacific
LPX
+$3.25M
5
AZEK
The AZEK Co
AZEK
+$3.13M

Sector Composition

1 Industrials 60.96%
2 Materials 21.22%
3 Consumer Discretionary 10.51%
4 Technology 1.12%
5 Real Estate 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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