JHCP

Jackson Hole Capital Partners Portfolio holdings

AUM $584M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
+$2.7M
2
+$1.85M
3
+$676K
4
MSFT icon
Microsoft
MSFT
+$615K
5
AEP icon
American Electric Power
AEP
+$538K

Top Sells

1
+$2.22M
2
+$906K
3
+$744K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$573K
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
276
– –
-3,452
277
– –
-3,500
278
– –
-4,950
279
– –
-6,128
8 9 10 11
12