JCM
Jafra Capital Management Portfolio holdings
AUM
$246M
1-Year Return
45.84%
This Quarter Return
+12.81%
1 Year Return
+45.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$92.2M
(+78%)
Cap. Flow
+$85.2M
Cap. Flow
% of AUM
40.41%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
101
New
34
Increased
21
Reduced
5
Closed
39
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$13.9M |
| 2 |
Apple
AAPL
|
$12M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
$9.64M |
| 4 |
Visa
V
|
$7.6M |
| 5 |
Ciena
CIEN
|
$5.92M |
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
$6.06M |
| 2 |
PTC
PTC
|
$4.86M |
| 3 |
Micron Technology
MU
|
$3.67M |
| 4 |
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% |