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
$317M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.3M
3
+$10.2M
4
CSCO icon
Cisco
CSCO
+$7.66M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.38M

Top Sells

1
+$7.41M
2
+$7.03M
3
+$6.87M
4
BABA icon
Alibaba
BABA
+$6.66M
5
OLED icon
Universal Display
OLED
+$6.01M

Sector Composition

1 Technology 25.9%
2 Financials 18.23%
3 Communication Services 15.21%
4 Consumer Discretionary 9.97%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,200
102
– –
-20,083
103
– –
-50,000
104
– –
-400,000
105
– –
-3,750
106
– –
-70,000
107
– –
0
108
– –
-20,083
109
– –
-13,226
110
– –
-12,500
111
– –
-150,000
112
– –
-80,332
113
– –
-5,083
114
– –
-4,217
115
– –
-22,092
1 2 3 4
5