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
$93.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.35M
3
+$3.33M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
EPD icon
Enterprise Products Partners
EPD
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.14%
2 Technology 8.25%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.3%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.41%
+5,293
77
$385K 0.41%
+2,307
78
$372K 0.39%
+3,064
79
$370K 0.39%
+5,506
80
$368K 0.39%
+3,383
81
$362K 0.38%
+21,424
82
$360K 0.38%
+4,176
83
$359K 0.38%
+1,907
84
$356K 0.38%
+8,158
85
$343K 0.36%
+9,606
86
$337K 0.36%
+4,517
87
$336K 0.35%
+2,549
88
$323K 0.34%
+1,000
89
$321K 0.34%
+3,291
90
$319K 0.34%
+5,097
91
$317K 0.33%
+1,269
92
$312K 0.33%
+4,745
93
$301K 0.32%
+2,000
94
$298K 0.31%
+2,691
95
$294K 0.31%
+5,758
96
$283K 0.3%
+2,061
97
$279K 0.29%
+5,340
98
$267K 0.28%
+7,241
99
$256K 0.27%
+8,649
100
$243K 0.26%
+1,881
2 3
4
5 6