JCA
Jade Capital Advisors Portfolio holdings
AUM
$153M
1-Year Return
29.77%
This Quarter Return
+7.29%
1 Year Return
+29.77%
3 Year Return
+59.47%
5 Year Return
+204.89%
10 Year Return
–
AUM
$133M
AUM Growth
-$31.8M
(-19%)
Cap. Flow
-$36M
Cap. Flow
% of AUM
-27.12%
Top 10 Holdings %
Top 10 Hldgs %
37.48%
Holding
106
New
29
Increased
6
Reduced
29
Closed
36
Top Buys
| 1 |
AAR Corp
AIR
|
$7.78M |
| 2 |
GE Aerospace
GE
|
$5.27M |
| 3 |
Atkore
ATKR
|
$4.76M |
| 4 |
Zebra Technologies
ZBRA
|
$3.77M |
| 5 |
nVent Electric
NVT
|
$3.39M |
Top Sells
| 1 |
Commercial Metals
CMC
|
$7.01M |
| 2 |
TGI
Triumph Group
TGI
|
$6.39M |
| 3 |
Norwegian Cruise Line
NCLH
|
$6.38M |
| 4 |
Norfolk Southern
NSC
|
$5.91M |
| 5 |
United Airlines
UAL
|
$5.66M |
Sector Composition
| 1 | Industrials | 54.17% |
| 2 | Materials | 24.18% |
| 3 | Consumer Discretionary | 10.08% |
| 4 | Energy | 3.36% |
| 5 | Technology | 3.18% |