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
101
$2.07K ﹤0.01%
+17
102
$2.06K ﹤0.01%
+47
103
$2.03K ﹤0.01%
41
104
$1.95K ﹤0.01%
+16
105
$1.94K ﹤0.01%
39
106
$1.94K ﹤0.01%
+45
107
$1.92K ﹤0.01%
+49
108
$1.83K ﹤0.01%
+66
109
$1.83K ﹤0.01%
+41
110
$1.79K ﹤0.01%
41
111
$1.75K ﹤0.01%
+24
112
$1.73K ﹤0.01%
134
-408
113
$1.72K ﹤0.01%
+25
114
$1.71K ﹤0.01%
+65
115
$1.66K ﹤0.01%
+32
116
$1.65K ﹤0.01%
+76
117
$1.64K ﹤0.01%
33
118
$1.5K ﹤0.01%
107
119
$1.46K ﹤0.01%
14
120
$1.41K ﹤0.01%
+28
121
$1.39K ﹤0.01%
51
122
$1.38K ﹤0.01%
+4
123
$1.37K ﹤0.01%
+8
124
$1.3K ﹤0.01%
43
125
$1.29K ﹤0.01%
+17
3 4
5
6 7