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
$317M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.3M
3
+$10.2M
4
CSCO icon
Cisco
CSCO
+$7.66M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.38M

Top Sells

1
+$7.41M
2
+$7.03M
3
+$6.87M
4
BABA icon
Alibaba
BABA
+$6.66M
5
OLED icon
Universal Display
OLED
+$6.01M

Sector Composition

1 Technology 25.9%
2 Financials 18.23%
3 Communication Services 15.21%
4 Consumer Discretionary 9.97%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.57%
31,800
-67,484
52
$2M 0.56%
47,328
-162,508
53
$1.94M 0.55%
10,332
-1,718
54
$1.75M 0.49%
+10,332
55
$1.75M 0.49%
10,141
-38,626
56
$1.73M 0.49%
15,169
-29,106
57
$1.62M 0.45%
+5,269
58
$1.55M 0.43%
14,101
-48,755
59
$1.54M 0.43%
+71,660
60
$1.5M 0.42%
+12,500
61
$1.5M 0.42%
+15,498
62
$1.44M 0.41%
21,240
-22,052
63
$1.41M 0.39%
+120,000
64
$1.35M 0.38%
+20,000
65
$1.34M 0.38%
+20,664
66
$1.28M 0.36%
23,086
+16,147
67
$1.2M 0.34%
+15,000
68
$995K 0.28%
51,795
-5,755
69
$969K 0.27%
+67,357
70
$965K 0.27%
30,000
+21,137
71
$907K 0.25%
31,704
-55,000
72
$862K 0.24%
+30,000
73
$861K 0.24%
+7,000
74
$822K 0.23%
20,000
-60,365
75
$731K 0.21%
+50,000
1 2
3
4 5