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
$132M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$3.96M
3
+$2.97M
4
HUN icon
Huntsman Corp
HUN
+$2.96M
5
CCL icon
Carnival Corp
CCL
+$2.44M

Top Sells

1
+$10.7M
2
+$7.29M
3
+$6.32M
4
ALGT icon
Allegiant Air
ALGT
+$4.82M
5
APTV icon
Aptiv
APTV
+$4.47M

Sector Composition

1 Materials 41.28%
2 Industrials 37.06%
3 Consumer Discretionary 11.45%
4 Energy 3.01%
5 Technology 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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