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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20.8M
3
+$20.7M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$20.4M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$20.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.05%
2 Consumer Discretionary 0.04%
3 Technology 0.04%
4 Communication Services 0.02%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
+28
127
$0 ﹤0.01%
+25
128
$0 ﹤0.01%
+33
129
$0 ﹤0.01%
+27
2 3 4 5
6