JCA

Jade Capital Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.77%
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 +$6.72M
2 +$5.22M
3 +$5.01M
4
NATI
National Instruments Corp
NATI
+$5M
5
NSC icon
Norfolk Southern
NSC
+$4.15M

Top Sells

1 +$7.38M
2 +$6.88M
3 +$5.73M
4
CMP icon
Compass Minerals
CMP
+$5.14M
5
X
US Steel
X
+$4.51M

Sector Composition

1 Industrials 53.38%
2 Materials 21.79%
3 Technology 13.75%
4 Healthcare 5.38%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,000