JCM
Julex Capital Management Portfolio holdings
AUM
$42.4M
This Quarter Return
+3.19%
1 Year Return
+9.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.7M
AUM Growth
+$90.7M
(-21%)
Cap. Flow
-$29.3M
Cap. Flow
% of AUM
-32.28%
Top 10 Holdings %
Top 10 Hldgs %
85.27%
Holding
237
New
90
Increased
7
Reduced
78
Closed
62
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$14.2M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$7.4M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.96M |
| 5 |
Bristol-Myers Squibb
BMY
|
$18K |
Top Sells
Sector Composition
| 1 | Financials | 0.05% |
| 2 | Healthcare | 0.05% |
| 3 | Technology | 0.04% |
| 4 | Consumer Discretionary | 0.04% |
| 5 | Industrials | 0.04% |
