JCM

Julex Capital Management Portfolio holdings

AUM $42.4M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.85M
3
+$8.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.17M

Top Sells

1
+$20.4M
2
+$20.1M
3
+$11.5M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$9.86M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$9.1M

Sector Composition

1 Financials 0.07%
2 Industrials 0.07%
3 Technology 0.06%
4 Consumer Discretionary 0.05%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16K ﹤0.01%
+149
52
$4.89K ﹤0.01%
151
+32
53
$4.86K ﹤0.01%
102
+6
54
$4.82K ﹤0.01%
137
-48
55
$4.72K ﹤0.01%
19
56
$4.57K ﹤0.01%
130
+33
57
$4.44K ﹤0.01%
+35
58
$4.28K ﹤0.01%
+164
59
$4.2K ﹤0.01%
+56
60
$4.1K ﹤0.01%
+115
61
$4.09K ﹤0.01%
+90
62
$4.07K ﹤0.01%
54
63
$4.05K ﹤0.01%
+71
64
$4.05K ﹤0.01%
103
65
$4.04K ﹤0.01%
+27
66
$3.96K ﹤0.01%
+153
67
$3.92K ﹤0.01%
+25
68
$3.62K ﹤0.01%
+50
69
$3.38K ﹤0.01%
110
+6
70
$3.24K ﹤0.01%
133
71
$3.15K ﹤0.01%
+93
72
$3.08K ﹤0.01%
+20
73
$3.06K ﹤0.01%
+37
74
$3.04K ﹤0.01%
170
75
$3.03K ﹤0.01%
+70
1 2
3
4 5