CHJWM

Carlton Hofferkamp & Jenks Wealth Management Portfolio holdings

AUM $276M
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$591K
2 +$505K
3 +$443K
4
PRU icon
Prudential Financial
PRU
+$348K
5
NUE icon
Nucor
NUE
+$319K

Sector Composition

1 Financials 6.27%
2 Communication Services 6.05%
3 Consumer Staples 6.05%
4 Healthcare 5.58%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$196K 0.09%
19,175
+3,425
127
$117K 0.05%
10,450
+450
128
-5,700
129
-11,110