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
76
$2.96K ﹤0.01%
84
77
$2.86K ﹤0.01%
25
78
$2.85K ﹤0.01%
+30
79
$2.85K ﹤0.01%
21
80
$2.84K ﹤0.01%
20
81
$2.82K ﹤0.01%
+53
82
$2.73K ﹤0.01%
+67
83
$2.63K ﹤0.01%
22
84
$2.59K ﹤0.01%
+37
85
$2.54K ﹤0.01%
27
86
$2.51K ﹤0.01%
+35
87
$2.44K ﹤0.01%
92
88
$2.41K ﹤0.01%
60
89
$2.38K ﹤0.01%
56
90
$2.37K ﹤0.01%
+13
91
$2.33K ﹤0.01%
35
92
$2.31K ﹤0.01%
32
93
$2.3K ﹤0.01%
+133
94
$2.26K ﹤0.01%
24
95
$2.25K ﹤0.01%
+14
96
$2.23K ﹤0.01%
+53
97
$2.21K ﹤0.01%
+137
98
$2.2K ﹤0.01%
53
99
$2.18K ﹤0.01%
+35
100
$2.12K ﹤0.01%
+31
2 3
4
5 6