JCFM
JBR Co Financial Management Portfolio holdings
AUM
$239M
1-Year Est. Return
21.66%
This Fund
S&P 500
1 Year Est. Return
+21.66%
AUM
$239M
AUM Growth
+$2.54M
(+1.1%)
Holding
128
Top Buys
| 1 | +$7.13M | |
| 2 | +$5.29M | |
| 3 | +$2.03M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.48M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$955K |
Top Sells
| 1 | +$6.65M | |
| 2 | +$3.9M | |
| 3 | +$1.2M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$655K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$477K |
Sector Composition
| 1 | Technology | 22.45% |
| 2 | Energy | 4.62% |
| 3 | Communication Services | 3.48% |
| 4 | Consumer Discretionary | 3.34% |
| 5 | Financials | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Home Depot
HD
$374B
| – | – |
-685
|
|
||
127
Invesco S&P SmallCap Energy ETF
PSCE
$74.3M
| – | – |
-5,757
|
|
||
128
Senseonics Holdings Inc
SENS
$279M
| – | – |
-6,788
|
|