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
$121M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.35M
3
+$3.8M
4
BA icon
Boeing
BA
+$3.7M
5
CMC icon
Commercial Metals
CMC
+$3.69M

Top Sells

1
+$2.99M
2
+$2.95M
3
+$2.59M
4
FTV icon
Fortive
FTV
+$2.39M
5
PPG icon
PPG Industries
PPG
+$2.08M

Sector Composition

1 Industrials 44.95%
2 Materials 26.57%
3 Consumer Discretionary 22.04%
4 Energy 4.2%
5 Technology 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-795,241
86
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4