JCM
Jafra Capital Management Portfolio holdings
AUM
$246M
This Quarter Return
+7.91%
1 Year Return
+45.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$14.7M
(+7%)
Cap. Flow
+$3.44M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
33.9%
Holding
98
New
35
Increased
12
Reduced
23
Closed
25
Top Buys
| 1 |
Oracle
ORCL
|
$10.2M |
| 2 |
Extreme Networks
EXTR
|
$9.06M |
| 3 |
FedEx
FDX
|
$6.81M |
| 4 |
Caterpillar
CAT
|
$5.91M |
| 5 |
Bank of America
BAC
|
$5.16M |
Top Sells
| 1 |
CTXS
Citrix Systems Inc
CTXS
|
$9.64M |
| 2 |
Apple
AAPL
|
$9.23M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$6.64M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.35M |
| 5 |
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% |
