JCA
January Capital Advisors Portfolio holdings
AUM
$74.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$74.2M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$13.5M | |
| 2 | +$8M | |
| 3 | +$7.08M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$4.71M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$3.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 6.54% |
| 2 | Healthcare | 3.04% |
| 3 | Technology | 2.63% |
| 4 | Industrials | 1.84% |
| 5 | Energy | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Capital Group Core Equity ETF
CGUS
$10.6B
| $224K | 0.3% |
+5,835
|
|
||
52
WisdomTree Floating Rate Treasury Fund
USFR
$16.9B
| $219K | 0.3% |
+4,350
|
|