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
$779M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.73M
3
+$3.14M
4
VVV icon
Valvoline
VVV
+$512K
5
CVEO icon
Civeo
CVEO
+$430K

Top Sells

1
+$11.9M
2
+$5.7M
3
+$4.21M
4
JPM icon
JPMorgan Chase
JPM
+$4M
5
PR icon
Permian Resources
PR
+$3.74M

Sector Composition

1 Financials 3.94%
2 Technology 3.05%
3 Consumer Discretionary 2.61%
4 Real Estate 2.13%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
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