We are live on
!
Find out more
JCM
Julex Capital Management Portfolio holdings
AUM
$42.4M
1-Year Est. Return
9.78%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+9.78%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$42.4M
AUM Growth
-$48.3M
(-53%)
Cap. Flow
-$49.9M
Cap. Flow
% of AUM
-117.72%
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
|
+$5.98M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$3.24M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$3.22M |
| 4 |
Vanguard Financials ETF
VFH
|
+$3.18M |
| 5 |
iShares US Real Estate ETF
IYR
|
+$3.14M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$14.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$14.3M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$7.47M |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$5.97M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$5.5M |
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% |
Similar funds
CP
INL
AC
NVPX
SCPM
ZIM
OPPM
ACP