JC

JB Capital Portfolio holdings

AUM $2.45B
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.83%
2 Healthcare 4.3%
3 Financials 4.18%
4 Industrials 3.21%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$226K 0.03%
+2,232
227
$220K 0.03%
+4,539
228
$216K 0.03%
+1,184
229
$204K 0.03%
+844
230
$137K 0.02%
+43,479