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
$679M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.56M
3
+$3.18M
4
YHOO
Yahoo Inc
YHOO
+$3.14M
5
VTRS icon
Viatris
VTRS
+$2.46M

Top Sells

1
+$4.08M
2
+$2.87M
3
+$2.82M
4
BAC icon
Bank of America
BAC
+$2.33M
5
JPM icon
JPMorgan Chase
JPM
+$2.26M

Sector Composition

1 Healthcare 4.69%
2 Financials 4.4%
3 Technology 0.9%
4 Real Estate 0.8%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5