JCM

JD Capital Management Portfolio holdings

AUM $65.1M
1-Year Est. Return 54.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.3M
3
+$11.3M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$11.3M
5
VZ icon
Verizon
VZ
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 31.94%
2 Financials 11.33%
3 Consumer Staples 6.64%
4 Consumer Discretionary 6.02%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 6.76%
+240,923
2
$11.3M 6.64%
+122,958
3
$11.1M 6.51%
+197,308
4
$11M 6.47%
+212,900
5
$11M 6.44%
+209,880
6
$10.5M 6.17%
+51,504
7
$10.3M 6.02%
+136,520
8
$9.81M 5.76%
+74,801
9
$8.78M 5.16%
+168,646
10
$5.28M 3.1%
+27,822
11
$963K 0.57%
24,525
+10,000
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