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
$646M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$3.96M
3
+$2.18M
4
NBIS
Nebius Group N.V.
NBIS
+$1.69M
5
STNG icon
Scorpio Tankers
STNG
+$562K

Top Sells

1
+$4.46M
2
+$2.01M
3
+$1.87M
4
FCBP
First Choice Bancorp Common Stock
FCBP
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.39M

Sector Composition

1 Financials 8.35%
2 Technology 5.53%
3 Consumer Discretionary 4.47%
4 Communication Services 1.82%
5 Consumer Staples 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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