JCM
Julex Capital Management Portfolio holdings
AUM
$42.4M
This Quarter Return
+3.03%
1 Year Return
+9.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$42.4M
AUM Growth
+$42.4M
(-53%)
Cap. Flow
-$50.2M
Cap. Flow
% of AUM
-118.39%
Top 10 Holdings %
Top 10 Hldgs %
82.86%
Holding
245
New
70
Increased
58
Reduced
22
Closed
70
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.04M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.23M |
| 3 |
iShares US Real Estate ETF
IYR
|
$3.22M |
| 4 |
Vanguard Financials ETF
VFH
|
$3.22M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3.22M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$14.3M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$7.3M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$6.04M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.71M |
Sector Composition
| 1 | Consumer Discretionary | 0.19% |
| 2 | Consumer Staples | 0.19% |
| 3 | Financials | 0.19% |
| 4 | Industrials | 0.14% |
| 5 | Real Estate | 0.11% |
