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
$139M
AUM Growth
-$277K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$1.01M
3 +$806K
4
APA icon
APA Corp
APA
+$639K
5
MET icon
MetLife
MET
+$590K

Top Sells

1 +$5.44M
2 +$4.67M
3 +$2.24M
4
AMAT icon
Applied Materials
AMAT
+$2.23M
5
DEO icon
Diageo
DEO
+$691K

Sector Composition

1 Technology 18.69%
2 Financials 17.01%
3 Healthcare 13.79%
4 Consumer Staples 13.18%
5 Energy 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-260
152
-42,054