JBC
Jefferson Bridge Capital Portfolio holdings
AUM
$99.3M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$99.3M
AUM Growth
–
Holding
54
Top Buys
| 1 | +$6.08M | |
| 2 | +$5.95M | |
| 3 | +$5.41M | |
| 4 |
Vanguard Value ETF
VTV
|
+$4.81M |
| 5 |
HCA Healthcare
HCA
|
+$4.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 19.28% |
| 3 | Healthcare | 15.27% |
| 4 | Communication Services | 4.31% |
| 5 | Industrials | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.8B
| $378K | 0.38% |
+3,763
|
|
||
52
Anterix
ATEX
$497M
| $283K | 0.28% |
+12,950
|
|
||
53
Novo Nordisk
NVO
$210B
| $211K | 0.21% |
+4,149
|
|
||
54
Aspen Aerogels
ASPN
$277M
| $32.4K | 0.03% |
+11,450
|
|