JHCP
Jackson Hole Capital Partners Portfolio holdings
AUM
$545M
1-Year Return
17.6%
This Quarter Return
+1.04%
1 Year Return
+17.6%
3 Year Return
+64.51%
5 Year Return
+133.08%
10 Year Return
–
AUM
$504M
AUM Growth
+$8.74M
(+1.8%)
Cap. Flow
+$9.89M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
32.58%
Holding
287
New
13
Increased
81
Reduced
54
Closed
8
Top Buys
| 1 |
Alliance Resource Partners
ARLP
|
+$3.88M |
| 2 |
Uber
UBER
|
+$3.71M |
| 3 |
Adobe
ADBE
|
+$1.65M |
| 4 |
Vertiv
VRT
|
+$1.21M |
| 5 |
Dorian LPG
LPG
|
+$1.02M |
Top Sells
| 1 |
Walmart
WMT
|
+$1.95M |
| 2 |
Dollar General
DG
|
+$922K |
| 3 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$921K |
| 4 |
Riley Exploration Permian
REPX
|
+$751K |
| 5 |
GraniteShares Gold Shares
BAR
|
+$675K |
Sector Composition
| 1 | Energy | 25.73% |
| 2 | Technology | 13.43% |
| 3 | Healthcare | 7.43% |
| 4 | Financials | 7.03% |
| 5 | Communication Services | 6.98% |
