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
$226M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.06M
3
+$6.81M
4
CAT icon
Caterpillar
CAT
+$5.91M
5
BAC icon
Bank of America
BAC
+$5.16M

Top Sells

1
+$9.64M
2
+$9.23M
3
+$6.64M
4
META icon
Meta Platforms (Facebook)
META
+$6.35M
5
DIS icon
Walt Disney
DIS
+$6.28M

Sector Composition

1 Technology 35.65%
2 Industrials 13.24%
3 Financials 12.2%
4 Communication Services 10.35%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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98
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4