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
51
$254K 0.05%
525
-45
52
$250K 0.05%
5,000
53
$241K 0.05%
+6,000
54
$230K 0.04%
4,700
-300
55
$209K 0.04%
20,000
56
$194K 0.04%
60,000
57
$168K 0.03%
20,000
58
$155K 0.03%
32,064
+130
59
$147K 0.03%
+30,000
60
$121K 0.02%
15,000
-5,000
61
$104K 0.02%
11,000
62
$93.3K 0.02%
15,000
63
$85.7K 0.02%
36,458
64
– –
-16,000
65
– –
-18,571
66
– –
-75,000
67
– –
-50,000
68
– –
-567,093
69
– –
0
70
– –
0
71
– –
-6,054
72
– –
0
73
– –
-30,000
74
– –
-70,000
75
– –
-6,000
1 2
3
4