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
$153M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.68M
3
+$2.51M
4
AMH icon
American Homes 4 Rent
AMH
+$2.42M

Top Sells

1
+$3.54M
2
+$3.14M
3
+$2.71M
4
TCO
Taubman Centers Inc.
TCO
+$1.08M
5
CUZ icon
Cousins Properties
CUZ
+$888K

Sector Composition

1 Real Estate 98.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.51%
56,440
-26,500
27
$1.58M 1.03%
12,294
28
$1.29M 0.84%
12,171
29
$1.03M 0.67%
89,537
30
– –
-20,037
31
– –
-946,441
32
– –
-123,430
1
2