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
$518M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$9.31M
3
+$8.72M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$7.86M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.08M

Top Sells

1
+$32.6M
2
+$5.9M
3
+$5.3M
4
BAC icon
Bank of America
BAC
+$2.99M
5
NBIS
Nebius Group N.V.
NBIS
+$1.69M

Sector Composition

1 Consumer Discretionary 10.57%
2 Financials 7.1%
3 Technology 5.82%
4 Consumer Staples 2.96%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
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