JIM
JCP Investment Management Portfolio holdings
AUM
$173M
This Quarter Return
+0.75%
1 Year Return
+26.43%
3 Year Return
+81.14%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-0.17%)
Cap. Flow
+$6.54M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
89.6%
Holding
19
New
6
Increased
7
Reduced
–
Closed
2
Top Buys
| 1 |
AVLR
Avalara, Inc.
AVLR
|
$17.1M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$7.68M |
| 3 |
Y
Alleghany Corporation
Y
|
$4.96M |
| 4 |
SRG
Seritage Growth Properties
SRG
|
$4.21M |
| 5 |
The ONE Group
STKS
|
$4.06M |
Top Sells
| 1 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
$29.2M |
| 2 |
AES
AES
|
$14.5M |
Sector Composition
| 1 | Industrials | 28.15% |
| 2 | Financials | 20.33% |
| 3 | Consumer Discretionary | 14.79% |
| 4 | Technology | 12.13% |
| 5 | Consumer Staples | 11.87% |
