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
51
$802K 0.68%
+10,181
52
$776K 0.65%
+51,287
53
$744K 0.63%
+51,814
54
$737K 0.62%
+10,000
55
$697K 0.59%
+10,000
56
$690K 0.58%
+20,000
57
$575K 0.48%
+10,151
58
$555K 0.47%
+7,500
59
$523K 0.44%
+25,000
60
$367K 0.31%
+3,000
61
$363K 0.31%
+11,000
62
$357K 0.3%
+35,000
63
$248K 0.21%
+10,524
64
$236K 0.2%
+10,664
65
$206K 0.17%
+7,500
1 2
3