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
$614M
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.39M
3
+$4.54M
4
CHRD icon
Chord Energy
CHRD
+$4.31M
5
AMR
Alta Mesa Resources Inc
AMR
+$3.95M

Top Sells

1
+$215M
2
+$9.46M
3
+$4.19M
4
QIWI
QIWI PLC
QIWI
+$869K
5
HTM
U.S. Geothermal Inc.
HTM
+$236K

Sector Composition

1 Financials 6.87%
2 Technology 4.93%
3 Consumer Discretionary 3.34%
4 Healthcare 2.83%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2
102
– –
-100
103
– –
-50,160
1 2 3 4
5