JAM

JCIC Asset Management Portfolio holdings

AUM $239M
1-Year Est. Return 8.32%
This Quarter Est. Return
1 Year Est. Return
+8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$4.3M
2 +$3.73M
3 +$2.74M
4
BMO icon
Bank of Montreal
BMO
+$606K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$205K

Top Sells

1 +$4.69M
2 +$1.25M
3 +$298K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$262K
5
NVDA icon
NVIDIA
NVDA
+$183K

Sector Composition

1 Technology 28.61%
2 Financials 16.03%
3 Energy 10.25%
4 Consumer Discretionary 10.07%
5 Industrials 7.58%