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
$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
276
-3,452
277
-3,500
278
-4,950
279
-6,128