JA

JVL Advisors Portfolio holdings

AUM $6.8M
1-Year Est. Return 64.21%
This Quarter Est. Return
1 Year Est. Return
-64.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$338M
2 +$5.2M
3 +$1.39M

Top Sells

1 +$20.6M
2 +$3.06M
3 +$609K
4
JONE
Jones Energy, Inc.
JONE
+$57.2K

Sector Composition

1 Energy 94.2%
2 Real Estate 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$338M 78.5%
+40,362,358
2
$18.6M 4.31%
1,635,876
-270,000
3
$17.7M 4.11%
612,951
+179,980
4
$15.1M 3.52%
2,221,134
-89,369
5
$4.36M 1.01%
309,185
-1,457,834
6
$1.39M 0.32%
+95,000
7
$247K 0.06%
725,412
-168,000
8
0