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
$583M
AUM Growth
-$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$3.88M
3
+$3.71M
4
NOW icon
ServiceNow
NOW
+$3.4M
5
CRWD icon
CrowdStrike
CRWD
+$3.26M

Top Sells

1
+$17.6M
2
+$13M
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
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