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JC

JBF Capital Portfolio holdings

AUM $674M
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.06M
3
+$4.2M
4
BAC icon
Bank of America
BAC
+$4.03M
5
ODP
ODP
ODP
+$1.02M

Top Sells

1
+$7.08M
2
+$5.32M
3
+$4.45M
4
SE icon
Sea Limited
SE
+$864K
5
AMZN icon
Amazon
AMZN
+$556K

Sector Composition

1 Financials 10.03%
2 Technology 5.6%
3 Consumer Discretionary 4.81%
4 Communication Services 2.04%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K ﹤0.01%
500
77
$13K ﹤0.01%
10,000
78
$10K ﹤0.01%
35,700
79
$6K ﹤0.01%
10,200
80
$1K ﹤0.01%
10,000
81
– –
-21,200
82
– –
-148,080
83
– –
-30,000
84
– –
-19,500
85
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0
86
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-26,000
87
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-16,000
88
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0
89
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-100,000
90
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-1,646,839
91
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-12,222
92
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0
93
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-420
94
– –
-3,608
1 2 3
4