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
$125M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.52M
3
+$5.67M
4
HR
Healthcare Realty Trust Incorporated
HR
+$1.66M
5
AMT icon
American Tower
AMT
+$1.09M

Top Sells

1
+$10.6M
2
+$6.23M
3
+$4.59M
4
AMH icon
American Homes 4 Rent
AMH
+$4.25M
5
EQIX icon
Equinix
EQIX
+$3.41M

Sector Composition

1 Real Estate 92.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.86%
213,944
-915,680
27
$736K 0.59%
11,634
28
$663K 0.53%
4,884
29
$494K 0.4%
64,100
30
– –
-71,763
31
– –
-78,672
32
– –
-63,050
33
– –
-71,516
1
2