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
$136M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$832K
3 +$659K
4
KYO
Kyocera Adr
KYO
+$642K
5
CAG icon
Conagra Brands
CAG
+$622K

Top Sells

1 +$3.54M
2 +$803K
3 +$800K
4
NOV icon
NOV
NOV
+$791K
5
LO
LORILLARD INC COM STK
LO
+$757K

Sector Composition

1 Industrials 20.25%
2 Healthcare 16.33%
3 Energy 15.58%
4 Technology 11.96%
5 Financials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,000