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
$480M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.84M
3
+$695K
4
MSFT icon
Microsoft
MSFT
+$619K
5
AEP icon
American Electric Power
AEP
+$566K

Top Sells

1
+$2.25M
2
+$940K
3
+$715K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$566K
5
LRCX icon
Lam Research
LRCX
+$527K

Sector Composition

1 Energy 23.33%
2 Technology 13.26%
3 Healthcare 8.24%
4 Communication Services 7.37%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.7K 0.01%
1,650
227
$43.2K 0.01%
215
228
$43K 0.01%
161
229
$42.8K 0.01%
163
+1
230
$39.9K 0.01%
164
231
$38.3K 0.01%
521
232
$37.6K 0.01%
224
233
$32.2K 0.01%
244
234
$31.3K 0.01%
1,170
235
$29.8K 0.01%
552
236
$22.1K ﹤0.01%
281
+1
237
$19.3K ﹤0.01%
824
238
$18.6K ﹤0.01%
615
239
$17K ﹤0.01%
733
240
$15.9K ﹤0.01%
525
241
$15.3K ﹤0.01%
88
242
$14.3K ﹤0.01%
172
243
$12.3K ﹤0.01%
115
244
$12.2K ﹤0.01%
102
245
$11.4K ﹤0.01%
535
246
$10.8K ﹤0.01%
98
247
$9.26K ﹤0.01%
315
248
$9.26K ﹤0.01%
39
249
$9.07K ﹤0.01%
312
250
$7.31K ﹤0.01%
330
8 9
10
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