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
$269M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.41M
3
+$7.12M
4
AA icon
Alcoa
AA
+$7.04M
5
AMAT icon
Applied Materials
AMAT
+$7.03M

Top Sells

1
+$6.81M
2
+$6.43M
3
+$5.44M
4
BAC icon
Bank of America
BAC
+$5.16M
5
CIEN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 5.75%
90,415
+34,605
2
$11.2M 4.18%
+150,663
3
$9.76M 3.63%
200,500
+118,240
4
$9.58M 3.57%
87,734
+55,280
5
$9.06M 3.37%
62,157
+180
6
$8.48M 3.16%
713,193
-269,889
7
$8.42M 3.14%
48,767
-24,669
8
$8.09M 3.01%
209,836
+12,648
9
$7.41M 2.76%
+50,000
10
$7.12M 2.65%
+30,000
11
$7.04M 2.62%
+150,930
12
$7.03M 2.62%
+135,000
13
$6.58M 2.45%
102,760
+30,302
14
$6.52M 2.43%
50,624
+12,708
15
$6.51M 2.42%
46,582
+26,851
16
$6.43M 2.39%
62,856
+33,557
17
$6.41M 2.38%
99,284
+71,817
18
$5.49M 2.04%
+210,870
19
$5M 1.86%
40,123
-14,870
20
$4.89M 1.82%
+19,241
21
$4.88M 1.82%
118,470
+30,207
22
$4.66M 1.74%
44,275
+185
23
$4.65M 1.73%
34,230
+143
24
$4.31M 1.61%
13,772
+72
25
$4.08M 1.52%
+174,204
1
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