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
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