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
$559M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$6.28M
2 +$5.3M
3 +$3.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M
5
CVS icon
CVS Health
CVS
+$1.64M

Top Sells

1 +$13.7M
2 +$8.32M
3 +$4.45M
4
GS icon
Goldman Sachs
GS
+$3.98M
5
AMAT icon
Applied Materials
AMAT
+$3.82M

Sector Composition

1 Financials 8.05%
2 Communication Services 5.11%
3 Technology 4.68%
4 Consumer Discretionary 4.53%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-36,406