JHCP

Jackson Hole Capital Partners Portfolio holdings

AUM $585M
1-Year Est. Return 18.71%
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$2.04M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.44M

Top Sells

1
+$965K
2
+$911K
3
+$875K
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$781K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$422K

Sector Composition

1 Energy 23.77%
2 Technology 12.69%
3 Healthcare 8.06%
4 Communication Services 6.36%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98.1K 0.03%
4,000
227
$91.1K 0.02%
5,236
228
$89.8K 0.02%
1,999
229
$88.8K 0.02%
1,101
230
$87.3K 0.02%
1,052
+3
231
$81.2K 0.02%
28,015
232
$67.8K 0.02%
13,553
-4,255
233
$67.8K 0.02%
2,010
234
$65.8K 0.02%
2,674
+129
235
$63.1K 0.02%
1,279
236
$46.9K 0.01%
2,880
237
$43.8K 0.01%
750
238
$43.5K 0.01%
192
239
$42.9K 0.01%
12,076
240
$37.6K 0.01%
247
241
$37.3K 0.01%
1,650
242
$35.7K 0.01%
465
243
$34.9K 0.01%
+97
244
$34.1K 0.01%
215
-27
245
$32.3K 0.01%
521
246
$32K 0.01%
164
247
$30.3K 0.01%
140
248
$30.1K 0.01%
414
+362
249
$30K 0.01%
224
250
$29.8K 0.01%
160
+1
8 9
10
11 12