JCM

Janney Capital Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.9M
3
+$18.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$10.7M
5
AMZN icon
Amazon
AMZN
+$7.35M

Top Sells

1
+$25.7M
2
+$22.8M
3
+$22.1M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$21.6M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$20.4M

Sector Composition

1 Technology 12.02%
2 Healthcare 10.84%
3 Financials 8.19%
4 Consumer Staples 7.32%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.01%
13,486
177
$110K 0.01%
32,076
-1,595
178
$41K ﹤0.01%
23,616
-328
179
$34K ﹤0.01%
22,000
180
– –
-2,750
181
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182
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-9,552
183
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-67,714
184
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185
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186
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187
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188
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189
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190
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191
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192
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193
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194
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196
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5 6 7
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