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
$306M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.04M
3
+$2.83M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$803K
5
T icon
AT&T
T
+$734K

Top Sells

1
+$2.81M
2
+$1.72M
3
+$624K
4
DE icon
Deere & Co
DE
+$365K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$353K

Sector Composition

1 Energy 17.51%
2 Technology 12.21%
3 Communication Services 8.36%
4 Healthcare 6.68%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$299K 0.1%
5,250
152
$289K 0.09%
+4,660
153
$285K 0.09%
2,909
+670
154
$284K 0.09%
2,221
+5
155
$277K 0.09%
708
156
$276K 0.09%
+1,011
157
$274K 0.09%
803
158
$267K 0.09%
15,330
159
$256K 0.08%
533
160
$254K 0.08%
5,171
161
$249K 0.08%
297
+17
162
$240K 0.08%
4,550
163
$240K 0.08%
930
164
$239K 0.08%
4,700
165
$237K 0.08%
1,147
166
$235K 0.08%
1,574
+406
167
$234K 0.08%
1,102
168
$223K 0.07%
3,235
+1,294
169
$221K 0.07%
4,392
170
$214K 0.07%
5,524
171
$212K 0.07%
3,651
172
$210K 0.07%
2,399
173
$207K 0.07%
3,696
174
$205K 0.07%
+1,439
175
$191K 0.06%
2,028
5 6
7
8 9