JAM

JLP Asset Management Portfolio holdings

AUM $84.2M
1-Year Est. Return 10.86%
This Quarter Est. Return
1 Year Est. Return
+10.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.09M
3
+$1.8M
4
CUZ icon
Cousins Properties
CUZ
+$1.64M
5
AVB icon
AvalonBay Communities
AVB
+$1.64M

Top Sells

1
+$3.23M
2
+$1.01M
3
+$868K
4
CTRE icon
CareTrust REIT
CTRE
+$623K
5
ELS icon
Equity Lifestyle Properties
ELS
+$549K

Sector Composition

1 Real Estate 97.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.8%
69,325
+6,600
27
$1.46M 0.99%
12,294
-1,710
28
$1.39M 0.94%
34,321
+200
29
$1.24M 0.84%
12,171
+70
30
$1.02M 0.69%
89,537
-88,610
1
2