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
$269M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.41M
3
+$7.12M
4
AA icon
Alcoa
AA
+$7.04M
5
AMAT icon
Applied Materials
AMAT
+$7.03M

Top Sells

1
+$6.81M
2
+$6.43M
3
+$5.44M
4
BAC icon
Bank of America
BAC
+$5.16M
5
CIEN icon
Ciena
CIEN
+$5.14M

Sector Composition

1 Technology 34.53%
2 Communication Services 15.72%
3 Financials 10.81%
4 Industrials 10.06%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.56%
12,500
-507
52
$1.49M 0.55%
7,200
+697
53
$1.39M 0.52%
+75,000
54
$1.23M 0.46%
104,511
-29,564
55
$1.23M 0.46%
+50,207
56
$1.23M 0.46%
+20,000
57
$1.2M 0.45%
22,092
-22,705
58
$1.12M 0.42%
+50,000
59
$1.12M 0.42%
+57,550
60
$1.09M 0.41%
+25,000
61
$839K 0.31%
5,627
-15,910
62
$767K 0.29%
23,096
-84,907
63
$544K 0.2%
4,217
+2,011
64
$525K 0.2%
+15,021
65
$484K 0.18%
+18,870
66
$393K 0.15%
+20,083
67
$365K 0.14%
+5,083
68
$329K 0.12%
13,226
+55
69
$315K 0.12%
6,939
-32,503
70
$308K 0.11%
8,863
+37
71
$236K 0.09%
168
72
$30K 0.01%
2,023
-1,655
73
– –
-23,020
74
– –
-30,582
75
– –
-15,445
1 2
3
4 5