JAM
JLP Asset Management Portfolio holdings
AUM
$84.2M
1-Year Est. Return
10.86%
This Fund
S&P 500
1 Year Est. Return
+10.86%
AUM
$84.2M
AUM Growth
+$2.84M
(+3.5%)
Holding
28
Top Buys
| 1 | +$3.11M | |
| 2 | +$3.07M | |
| 3 | +$2.99M | |
| 4 |
First Industrial Realty Trust
FR
|
+$2.97M |
| 5 |
CBRE Group
CBRE
|
+$2.87M |
Top Sells
| 1 | +$5.08M | |
| 2 | +$4.2M | |
| 3 | +$3.64M | |
| 4 |
SBA Communications
SBAC
|
+$3.58M |
| 5 |
EastGroup Properties
EGP
|
+$2.8M |
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CareTrust REIT
CTRE
$8.29B
| $721K | 0.86% |
32,200
|
|
||
27
Agree Realty
ADC
$9.03B
| – | – |
-17,100
|
|
||
|
28
SBA Communications
SBAC
$17.6B
| – | – |
-17,900
|
|