JHCP

Jackson Hole Capital Partners Portfolio holdings

AUM $545M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
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
276
-930
277
-3,437
278
-375
279
-7,222
280
-2,442
281
-3
282
-1,715