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
$841M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.98M
3
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$2.84M
5
PEP icon
PepsiCo
PEP
+$2.35M

Top Sells

1
+$7.73M
2
+$2.98M
3
+$2.12M
4
EVI icon
EVI Industries
EVI
+$882K
5
SCU
Sculptor Capital Management, Inc. Class A Common Stock
SCU
+$106K

Sector Composition

1 Financials 4.41%
2 Technology 2.58%
3 Consumer Discretionary 2.32%
4 Communication Services 1.39%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.01%
+18,188
77
$40K ﹤0.01%
+1,000
78
$36K ﹤0.01%
+2,800
79
$26K ﹤0.01%
+542
80
$20K ﹤0.01%
+14,700
81
$19K ﹤0.01%
+1,000
82
$19K ﹤0.01%
+1,000
83
$19K ﹤0.01%
+1,800
84
$18K ﹤0.01%
+1,000
85
$18K ﹤0.01%
+1,000
86
$18K ﹤0.01%
1,071
87
$17K ﹤0.01%
+1,000
88
$17K ﹤0.01%
+1,000
89
$17K ﹤0.01%
16,157
90
$16K ﹤0.01%
+6,200
91
$16K ﹤0.01%
+326
92
$16K ﹤0.01%
+1,000
93
$15K ﹤0.01%
+1,000
94
$15K ﹤0.01%
+1,000
95
$11K ﹤0.01%
+1,405
96
$9K ﹤0.01%
+3,400
97
$8K ﹤0.01%
+1,203
98
$8K ﹤0.01%
+300
99
$7K ﹤0.01%
+100
100
$7K ﹤0.01%
+1,180
1 2 3
4
5