JC

JBF Capital Portfolio holdings

AUM $691M
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$14.4M
3 +$9.27M
4
URI icon
United Rentals
URI
+$4.68M
5
ISCF icon
iShares International Small Cap Equity Factor ETF
ISCF
+$2.03M

Top Sells

1 +$8.97M
2 +$8.14M
3 +$6.54M
4
AAPL icon
Apple
AAPL
+$4.44M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$3.09M

Sector Composition

1 Technology 18.34%
2 Consumer Discretionary 16.25%
3 Communication Services 4.76%
4 Financials 4.24%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-50,000