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
$169M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.19M
3 +$1.18M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$640K
5
VFH icon
Vanguard Financials ETF
VFH
+$448K

Top Sells

1 +$2.03M
2 +$1.46M
3 +$652K
4
INTC icon
Intel
INTC
+$523K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$425K

Sector Composition

1 Technology 12.46%
2 Communication Services 10.26%
3 Energy 9.25%
4 Consumer Discretionary 6.44%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K ﹤0.01%
41
177
$6K ﹤0.01%
103
178
$6K ﹤0.01%
330
179
$5K ﹤0.01%
177
180
$5K ﹤0.01%
62
181
$5K ﹤0.01%
125
182
$2K ﹤0.01%
+10
183
$1K ﹤0.01%
3
+2
184
-326
185
$0 ﹤0.01%
+3