JCFM
JBR Co Financial Management Portfolio holdings
AUM
$239M
1-Year Est. Return
21.6%
This Fund
S&P 500
1 Year Est. Return
+21.6%
AUM
$239M
AUM Growth
+$2.54M
(+1.1%)
Holding
128
Top Buys
| 1 | +$7.04M | |
| 2 | +$5.3M | |
| 3 | +$2.08M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.49M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$920K |
Top Sells
| 1 | +$6.67M | |
| 2 | +$3.89M | |
| 3 | +$1.21M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$663K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$466K |
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
ARK Innovation ETF
ARKK
$6.26B
| – | – |
-3,238
|
|
||
127
Simplify Stable Income ETF
BUCK
$397M
| – | – |
-14,600
|
|
||
128
Cummins
CMI
$74B
| – | – |
-478
|
|