JAM

Jolley Asset Management Portfolio holdings

AUM $130M
1-Year Est. Return 10.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$268K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$590K
3
+$398K
4
LNC icon
Lincoln National
LNC
+$396K
5
SLB icon
SLB Ltd
SLB
+$357K

Top Sells

1
+$4.5M
2
+$698K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$372K
5
UPS icon
United Parcel Service
UPS
+$349K

Sector Composition

1 Financials 19.15%
2 Technology 18.7%
3 Consumer Staples 14.87%
4 Healthcare 14.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
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