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
$652M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$4.1M
3
+$3.32M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.87M
5
ABUS icon
Arbutus Biopharma
ABUS
+$1.3M

Top Sells

1
+$7.71M
2
+$7.36M
3
+$6.14M
4
MS icon
Morgan Stanley
MS
+$6.07M
5
MUR icon
Murphy Oil
MUR
+$4.54M

Sector Composition

1 Financials 6.52%
2 Healthcare 1.66%
3 Technology 1.52%
4 Industrials 1%
5 Materials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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