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
$673M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$9.72M
2 +$8.24M
3 +$3.29M
4
AMR
Alta Mesa Resources Inc
AMR
+$1.97M
5
PTE
PolarityTE, Inc. Common Stock
PTE
+$1.12M

Top Sells

1 +$8.82M
2 +$6.29M
3 +$4.39M
4
BAC icon
Bank of America
BAC
+$3.05M
5
WMT icon
Walmart Inc
WMT
+$2.46M

Sector Composition

1 Financials 6.9%
2 Technology 5.57%
3 Consumer Discretionary 5.11%
4 Healthcare 2.73%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
0