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
201
$46K 0.01%
750
202
$45K 0.01%
413
203
$39K 0.01%
247
204
$34K 0.01%
170
+1
205
$34K 0.01%
521
206
$30K 0.01%
1,320
207
$27K 0.01%
365
-300
208
$25K 0.01%
244
209
$22K 0.01%
717
210
$22K 0.01%
824
211
$22K 0.01%
56
212
$21K 0.01%
257
+1
213
$19K 0.01%
460
214
$19K 0.01%
615
215
$18K 0.01%
952
216
$17K 0.01%
263
+2
217
$16K 0.01%
924
218
$14K ﹤0.01%
123
219
$12K ﹤0.01%
91
220
$12K ﹤0.01%
115
221
$12K ﹤0.01%
520
222
$11K ﹤0.01%
130
223
$10K ﹤0.01%
312
224
$10K ﹤0.01%
46
225
$9K ﹤0.01%
125
7 8
9
10 11