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

Top Buys

1
+$23.3M
2
+$10.7M
3
+$3.25M
4
F icon
Ford
F
+$1.94M
5
XOM icon
Exxon Mobil
XOM
+$897K

Top Sells

1
+$21.5M
2
+$4.73M
3
+$4.11M
4
BAC icon
Bank of America
BAC
+$3.54M
5
JPM icon
JPMorgan Chase
JPM
+$2.85M

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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