JC
JBF Capital Portfolio holdings
AUM
$627M
This Quarter Return
-13.67%
1 Year Return
+21.23%
3 Year Return
+105.17%
5 Year Return
+173.93%
10 Year Return
+359.19%
AUM
$518M
AUM Growth
+$518M
(-20%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
93.97%
Holding
96
New
19
Increased
13
Reduced
15
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$17.5M |
| 2 |
PepsiCo
PEP
|
$9.31M |
| 3 |
Home Depot
HD
|
$8.72M |
| 4 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$7.86M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$4.08M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$32.6M |
| 2 |
Applied Materials
AMAT
|
$5.9M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$5.3M |
| 4 |
Bank of America
BAC
|
$2.99M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$1.69M |
Sector Composition
| 1 | Consumer Discretionary | 10.57% |
| 2 | Financials | 7.1% |
| 3 | Technology | 5.82% |
| 4 | Consumer Staples | 2.96% |
| 5 | Communication Services | 1.72% |
