JAM
Jolley Asset Management Portfolio holdings
AUM
$130M
This Quarter Return
-2.56%
1 Year Return
-10.62%
3 Year Return
+3.46%
5 Year Return
+17.65%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-0.31%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
32.29%
Holding
129
New
7
Increased
16
Reduced
35
Closed
11
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.99M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$3.29M |
| 3 |
Wynn Resorts
WYNN
|
$3.13M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$547K |
| 5 |
Qualcomm
QCOM
|
$506K |
Top Sells
| 1 |
Sony
SONY
|
$3.23M |
| 2 |
Devon Energy
DVN
|
$2.3M |
| 3 |
Boeing
BA
|
$1.41M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$966K |
| 5 |
Universal Corp
UVV
|
$914K |
Sector Composition
| 1 | Financials | 15.97% |
| 2 | Healthcare | 15.87% |
| 3 | Technology | 15.17% |
| 4 | Industrials | 14.51% |
| 5 | Energy | 11.03% |
