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
$137M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$3.39M
3 +$1.78M
4
HOMB icon
Home BancShares
HOMB
+$1.73M
5
FSB
Franklin Financial Network, Inc.
FSB
+$652K

Top Sells

1 +$2.15M
2 +$2.03M
3 +$1.69M
4
EVBN
Evans Bancorp Inc
EVBN
+$918K
5
MBFI
MB Financial Corp
MBFI
+$890K

Sector Composition

1 Financials 64.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-2,000
28
-20,000