JC

JCSD Capital Portfolio holdings

AUM $56.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$2.67M
3 +$681K
4
EVBN
Evans Bancorp Inc
EVBN
+$659K
5
HOMB icon
Home BancShares
HOMB
+$545K

Top Sells

1 +$5.04M
2 +$756K
3 +$424K
4
FSB
Franklin Financial Network, Inc.
FSB
+$423K
5
BMRC icon
Bank of Marin Bancorp
BMRC
+$411K

Sector Composition

1 Financials 65.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-130,000