JCM

Jafra Capital Management Portfolio holdings

AUM $246M
1-Year Est. Return 45.84%
This Quarter Est. Return
1 Year Est. Return
+45.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$6.06M
3
+$4.86M
4
CHTR icon
Charter Communications
CHTR
+$4.58M
5
XYZ
Block Inc
XYZ
+$4.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.5%
2 Communication Services 16.68%
3 Financials 13.09%
4 Energy 8.34%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.55%
+30,862
27
$1.76M 1.48%
+113,799
28
$1.63M 1.37%
+51,808
29
$1.59M 1.34%
+37,665
30
$1.39M 1.17%
+40,554
31
$1.37M 1.16%
+5,727
32
$1.35M 1.14%
+36,360
33
$1.18M 0.99%
+10,181
34
$1.16M 0.98%
+11,272
35
$1.16M 0.98%
+20,000
36
$1.13M 0.95%
+23,000
37
$1.1M 0.93%
+2,500
38
$1.1M 0.92%
+10,000
39
$1.09M 0.92%
+3,054
40
$1.09M 0.92%
+34,886
41
$1.05M 0.89%
+5,650
42
$1.03M 0.87%
+10,216
43
$999K 0.84%
+20,563
44
$988K 0.83%
+9,527
45
$975K 0.82%
+18,032
46
$963K 0.81%
+8,236
47
$939K 0.79%
+13,000
48
$887K 0.75%
+19,000
49
$850K 0.72%
+20,000
50
$828K 0.7%
+10,000
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