JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
-$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$28.3M
3
+$20.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$17.3M
5
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$15.2M

Top Sells

1
+$53.9M
2
+$41.6M
3
+$28.6M
4
FRAK
VanEck Vectors Unconventional Oil & Gas ETF
FRAK
+$20.6M
5
OPPE
WisdomTree European Opportunities Fund
OPPE
+$19.8M

Sector Composition

1 Healthcare 10.24%
2 Technology 9.62%
3 Financials 6.32%
4 Energy 6.08%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.12%
+32,837
102
$1.96M 0.11%
37,023
-2,978
103
$1.76M 0.1%
43,911
-3,206
104
$1.57M 0.08%
+32,282
105
$1.45M 0.08%
20,900
-4,196
106
$1.27M 0.07%
17,467
+786
107
$1.26M 0.07%
+38,589
108
$1.26M 0.07%
+30,453
109
$1.09M 0.06%
22,959
+147
110
$1.01M 0.05%
9,496
+2,983
111
$1M 0.05%
16,004
-828
112
$945K 0.05%
25,759
113
$890K 0.05%
2,759
+130
114
$804K 0.04%
15,467
-341
115
$780K 0.04%
65,407
-13,599
116
$764K 0.04%
8,282
-11
117
$715K 0.04%
22,041
-2,481
118
$663K 0.04%
18,277
-4,029
119
$614K 0.03%
6,493
120
$595K 0.03%
+11,361
121
$564K 0.03%
5,255
-838
122
$555K 0.03%
3,484
-163
123
$550K 0.03%
9,326
124
$533K 0.03%
7,375
-526
125
$515K 0.03%
6,860
-740
3 4
5
6 7