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
$679M
AUM Growth
+$60K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$921K
3
+$718K
4
CSH
CASH AMERICA INTERNATIONAL INC
CSH
+$438K
5
EZPW icon
Ezcorp Inc
EZPW
+$267K

Top Sells

1
+$5.15M
2
+$4.48M
3
+$3.43M
4
BIIB icon
Biogen
BIIB
+$3.15M
5
VTRS icon
Viatris
VTRS
+$2.58M

Sector Composition

1 Financials 4.03%
2 Healthcare 1.74%
3 Technology 0.88%
4 Energy 0.6%
5 Real Estate 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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