We are live on ! Find out more
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
$583M
AUM Growth
-$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.45M
3
+$3.25M
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$3.2M
5
CRWD icon
CrowdStrike
CRWD
+$3.17M

Top Sells

1
+$17.6M
2
+$15.8M
3
+$9.8M
4
URI icon
United Rentals
URI
+$8.1M
5
VAL icon
Valaris
VAL
+$7.79M

Sector Composition

1 Technology 21.02%
2 Consumer Discretionary 17.75%
3 Communication Services 2.8%
4 Financials 2.49%
5 Utilities 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-19,300
77
– –
0
78
– –
0
79
– –
-10,000
80
– –
-585,736
81
– –
0
82
– –
-45,000
83
– –
-95,000
84
– –
-30,000
85
– –
-33,825
86
– –
-10,000
87
– –
-139,761
88
– –
-59,800
89
– –
-30,000
90
– –
-40,000
91
– –
-8,000
92
– –
-68,042
93
– –
-60,000
94
– –
-200,000
95
– –
-20,000
96
– –
-647,777
97
– –
-80,000
1 2 3
4