JCM

JD Capital Management Portfolio holdings

AUM $65.1M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
-$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$98K
3
+$97K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$96K
5
KMM
Deutsche Multi-Market Incm Trust
KMM
+$95K

Top Sells

1
+$2.27M

Sector Composition

1 Consumer Staples 4.45%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Energy 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.9M 1.18%
141,400
+114,800
2
$98K 0.03%
+30,780
3
$97K 0.03%
+8,901
4
$96K 0.03%
+18,717
5
$95K 0.03%
+11,672
6
$94K 0.03%
+52,452
7
$93K 0.03%
+13,425
8
$91K 0.03%
+10,578
9
– –
0
10
– –
0
11
– –
0
12
– –
0
13
– –
0
14
– –
0
15
– –
0
16
– –
-150,000
17
– –
0