JC

JBF Capital Portfolio holdings

AUM $704M
1-Year Est. Return 25.33%
This Quarter Est. Return
1 Year Est. Return
+25.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.09M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$764K

Top Sells

1
+$11.7M
2
+$7.97M
3
+$3.88M
4
GSK icon
GSK
GSK
+$3.87M
5
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$3.71M

Sector Composition

1 Technology 18.58%
2 Consumer Discretionary 17.62%
3 Communication Services 3.28%
4 Financials 1.98%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.25%
15,000
27
$1.23M 0.24%
5,000
28
$1.01M 0.19%
32,228
29
$1.01M 0.19%
339,884
30
$943K 0.18%
10,000
31
$847K 0.16%
16,000
-1,000
32
$771K 0.15%
4,300
-700
33
$764K 0.15%
+80,200
34
$716K 0.14%
35,000
35
$705K 0.14%
24,000
-6,000
36
$695K 0.13%
51,000
37
$672K 0.13%
+27,500
38
$667K 0.13%
+165,000
39
$653K 0.13%
+50,000
40
$645K 0.12%
6,000
41
$606K 0.12%
46,500
+3,500
42
$558K 0.11%
30,000
43
$441K 0.08%
15,000
44
$376K 0.07%
2,200
-800
45
$317K 0.06%
43,578
46
$316K 0.06%
13,150
47
$293K 0.06%
20,949
48
$288K 0.06%
1,000
49
$275K 0.05%
1,000
50
$271K 0.05%
+5,000
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