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
$103M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$4.92M
3
+$4.16M
4
NTR icon
Nutrien
NTR
+$3.71M
5
FLS icon
Flowserve
FLS
+$3.39M

Top Sells

1
+$4.67M
2
+$4.36M
3
+$4.35M
4
MGA icon
Magna International
MGA
+$3.95M
5
CMC icon
Commercial Metals
CMC
+$3.69M

Sector Composition

1 Industrials 51.71%
2 Materials 25.47%
3 Consumer Discretionary 11.84%
4 Energy 6.38%
5 Technology 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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