JC
JBF Capital Portfolio holdings
AUM
$627M
1-Year Return
21.23%
This Quarter Return
+12.65%
1 Year Return
+21.23%
3 Year Return
+105.17%
5 Year Return
+173.93%
10 Year Return
+359.19%
AUM
$559M
AUM Growth
+$38M
(+7.3%)
Cap. Flow
-$24.8M
Cap. Flow
% of AUM
-4.43%
Top 10 Holdings %
Top 10 Hldgs %
89.91%
Holding
106
New
23
Increased
8
Reduced
16
Closed
23
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.51M |
| 2 |
EchoStar
SATS
|
$4.97M |
| 3 |
CS
Credit Suisse Group
CS
|
$3.2M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.11M |
| 5 |
Corporacion America
CAAP
|
$1.47M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$14M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$8.32M |
| 3 |
Kearny Financial
KRNY
|
$4.45M |
| 4 |
Applied Materials
AMAT
|
$3.99M |
| 5 |
Goldman Sachs
GS
|
$3.97M |
Sector Composition
| 1 | Financials | 8.05% |
| 2 | Communication Services | 5.11% |
| 3 | Technology | 4.68% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Industrials | 1.88% |
