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
$454M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$3.42M
2 +$1.1M
3 +$1.09M
4
D icon
Dominion Energy
D
+$788K
5
FE icon
FirstEnergy
FE
+$784K

Top Sells

1 +$7.88M
2 +$902K
3 +$868K
4
AIG icon
American International
AIG
+$618K
5
ARLP icon
Alliance Resource Partners
ARLP
+$618K

Sector Composition

1 Energy 24.4%
2 Technology 13.14%
3 Healthcare 8.15%
4 Communication Services 7.8%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$43.1K 0.01%
247
227
$42.8K 0.01%
1,650
228
$40.5K 0.01%
162
229
$40.3K 0.01%
161
230
$39.2K 0.01%
215
231
$37.6K 0.01%
164
232
$35.7K 0.01%
521
233
$34.8K 0.01%
465
234
$33.7K 0.01%
224
235
$31.1K 0.01%
244
236
$28.9K 0.01%
1,170
-90
237
$27.4K 0.01%
552
238
$23.3K 0.01%
332
239
$20.7K ﹤0.01%
280
+1
240
$18.6K ﹤0.01%
824
241
$18.3K ﹤0.01%
615
242
$14.6K ﹤0.01%
733
243
$14.6K ﹤0.01%
525
244
$14K ﹤0.01%
172
-14
245
$13K ﹤0.01%
88
246
$11.8K ﹤0.01%
102
247
$10.7K ﹤0.01%
115
248
$10.6K ﹤0.01%
535
249
$10.5K ﹤0.01%
98
250
$9.09K ﹤0.01%
315