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
$211M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$9.64M
4
V icon
Visa
V
+$7.6M
5
CIEN icon
Ciena
CIEN
+$5.92M

Top Sells

1
+$6.06M
2
+$4.86M
3
+$3.67M
4
SCHW icon
Charles Schwab
SCHW
+$3.54M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$3.27M

Sector Composition

1 Technology 41.56%
2 Communication Services 24.55%
3 Healthcare 8.43%
4 Consumer Discretionary 7.38%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.37%
90,668
+30,306
27
$3.33M 1.34%
22,500
+2,500
28
$3.24M 1.3%
+301,936
29
$2.99M 1.2%
+50,384
30
$2.84M 1.14%
22,500
-6,412
31
$2.28M 0.92%
100,000
+75,000
32
$2.18M 0.88%
75,000
+34,446
33
$2.07M 0.83%
+75,800
34
$2.01M 0.81%
+25,000
35
$1.93M 0.78%
17,690
+7,690
36
$1.89M 0.76%
+150,000
37
$1.83M 0.74%
15,200
+6,964
38
$1.82M 0.73%
20,305
+10,124
39
$1.64M 0.66%
+6,000
40
$1.63M 0.65%
+30,250
41
$1.59M 0.64%
25,000
+5,000
42
$1.53M 0.61%
+10,100
43
$1.35M 0.54%
+10,000
44
$1.33M 0.54%
+15,000
45
$1.12M 0.45%
+17,615
46
$1.04M 0.42%
24,300
-13,365
47
$884K 0.36%
+40,300
48
$749K 0.3%
+25,500
49
$623K 0.25%
+101,359
50
$590K 0.24%
2,570
-3,157
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2
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