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
$626M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$11.1M
3
+$3.29M
4
F icon
Ford
F
+$2.13M
5
XOM icon
Exxon Mobil
XOM
+$895K

Top Sells

1
+$24.6M
2
+$4.27M
3
+$4.01M
4
BAC icon
Bank of America
BAC
+$3.56M
5
JPM icon
JPMorgan Chase
JPM
+$2.82M

Sector Composition

1 Consumer Discretionary 10.75%
2 Technology 6.19%
3 Financials 4.2%
4 Consumer Staples 2.69%
5 Materials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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