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
$531M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$11.9M
3 +$11.3M
4
CNQ icon
Canadian Natural Resources
CNQ
+$8.22M
5
SONO icon
Sonos
SONO
+$5.57M

Top Sells

1 +$11.7M
2 +$10.5M
3 +$8.5M
4
T icon
AT&T
T
+$8.1M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$4.63M

Sector Composition

1 Consumer Discretionary 18.37%
2 Technology 14.04%
3 Communication Services 5.96%
4 Financials 5.08%
5 Energy 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-40,000