JCM
Jafra Capital Management Portfolio holdings
AUM
$246M
This Quarter Return
+13.7%
1 Year Return
+45.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+19%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
Top 10 Hldgs %
35.22%
Holding
103
New
31
Increased
25
Reduced
15
Closed
29
Top Buys
| 1 |
Microsoft
MSFT
|
$11.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$7.41M |
| 3 |
Goldman Sachs
GS
|
$7.12M |
| 4 |
Alcoa
AA
|
$7.04M |
| 5 |
Applied Materials
AMAT
|
$7.03M |
Top Sells
| 1 |
FedEx
FDX
|
$6.81M |
| 2 |
Oracle
ORCL
|
$6.43M |
| 3 |
Amazon
AMZN
|
$5.44M |
| 4 |
Bank of America
BAC
|
$5.16M |
| 5 |
Ciena
CIEN
|
$5.14M |
Sector Composition
| 1 | Technology | 34.53% |
| 2 | Communication Services | 15.72% |
| 3 | Financials | 10.81% |
| 4 | Industrials | 10.06% |
| 5 | Healthcare | 8.66% |