JAM

Jolley Asset Management Portfolio holdings

AUM $130M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
-10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.51M
3
+$3.21M
4
NOV icon
NOV
NOV
+$832K
5
LO
LORILLARD INC COM STK
LO
+$757K

Top Sells

1
+$4.62M
2
+$886K
3
+$682K
4
MODG icon
Topgolf Callaway Brands
MODG
+$674K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$524K

Sector Composition

1 Industrials 21.36%
2 Healthcare 17.11%
3 Energy 15.1%
4 Financials 11.61%
5 Technology 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20
127
– –
-25,000
128
– –
-86
2 3 4 5
6