JCM
Jafra Capital Management Portfolio holdings
AUM
$246M
1-Year Return
45.84%
This Quarter Return
+5.29%
1 Year Return
+45.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
-$51.2M
(-16%)
Cap. Flow
-$55.4M
Cap. Flow
% of AUM
-20.85%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
118
New
33
Increased
17
Reduced
26
Closed
38
Top Buys
| 1 |
Intel
INTC
|
$11.3M |
| 2 |
Adobe
ADBE
|
$6.89M |
| 3 |
Hewlett Packard
HPE
|
$6.63M |
| 4 |
Apple
AAPL
|
$5.75M |
| 5 |
WPX
WPX Energy, Inc.
WPX
|
$4.97M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$11.6M |
| 2 |
Amazon
AMZN
|
$11.3M |
| 3 |
Salesforce
CRM
|
$8.55M |
| 4 |
Walmart
WMT
|
$8.29M |
| 5 |
VMW
VMware, Inc
VMW
|
$7.64M |
Sector Composition
| 1 | Technology | 35.26% |
| 2 | Financials | 15.64% |
| 3 | Industrials | 13.87% |
| 4 | Communication Services | 9.72% |
| 5 | Healthcare | 6.67% |
