JC
JB Capital Portfolio holdings
AUM
$2.32B
1-Year Est. Return
16.63%
1 Year Est. Return
+16.63%
AUM
$2.06B
AUM Growth
+$249M
(+14%)
Holding
252
Top Buys
| 1 | +$57.4M | |
| 2 | +$56.2M | |
| 3 | +$46M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$24.4M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$22.8M |
Top Sells
| 1 | +$130M | |
| 2 | +$43.2M | |
| 3 | +$19.8M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$10.6M |
| 5 |
iShares US Technology ETF
IYW
|
+$9.03M |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Financials | 4.04% |
| 3 | Industrials | 2.75% |
| 4 | Healthcare | 2.66% |
| 5 | Consumer Discretionary | 2.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Danaher
DHR
$156B
| – | – |
-1,019
|
|
||
252
ConocoPhillips
COP
$109B
| – | – |
-2,048
|
|