JF

Jericho Financial Portfolio holdings

AUM $165M
1-Year Est. Return 37.06%
This Quarter Est. Return
1 Year Est. Return
+37.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$263K
3
+$232K
4
PLTR icon
Palantir
PLTR
+$210K
5
INTC icon
Intel
INTC
+$176K

Top Sells

1
+$356K
2
+$289K
3
+$148K
4
SCHW icon
Charles Schwab
SCHW
+$68.5K
5
DGX icon
Quest Diagnostics
DGX
+$37.2K

Sector Composition

1 Technology 30.34%
2 Communication Services 15.56%
3 Financials 12.99%
4 Consumer Discretionary 10.25%
5 Healthcare 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.84T
$9.31M 5.65%
28,225
-450
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.88T
$8.98M 5.45%
36,934
+95
NVDA icon
3
NVIDIA
NVDA
$4.43T
$8.73M 5.3%
46,812
-131
MSFT icon
4
Microsoft
MSFT
$3.59T
$8.65M 5.25%
16,702
+10
NFLX icon
5
Netflix
NFLX
$425B
$8.55M 5.19%
71,290
-2,970
AAPL icon
6
Apple
AAPL
$4.12T
$8.31M 5.05%
32,650
+1,052
JPM icon
7
JPMorgan Chase
JPM
$858B
$8.14M 4.94%
25,807
+77
META icon
8
Meta Platforms (Facebook)
META
$1.7T
$8.11M 4.92%
11,043
-26
AMZN icon
9
Amazon
AMZN
$2.45T
$7.22M 4.38%
32,861
+445
CAT icon
10
Caterpillar
CAT
$282B
$6.35M 3.86%
13,311
+24
V icon
11
Visa
V
$639B
$5.73M 3.48%
16,787
+97
INTC icon
12
Intel
INTC
$198B
$5.59M 3.39%
166,576
+5,238
ABBV icon
13
AbbVie
ABBV
$400B
$5.52M 3.35%
23,828
+725
TSLA icon
14
Tesla
TSLA
$1.51T
$5.43M 3.3%
12,221
+100
WM icon
15
Waste Management
WM
$86B
$5.31M 3.22%
24,033
+760
CVX icon
16
Chevron
CVX
$300B
$5.04M 3.06%
32,462
+1,494
AFL icon
17
Aflac
AFL
$57.3B
$4.83M 2.93%
43,276
+2,357
CRWD icon
18
CrowdStrike
CRWD
$128B
$4.75M 2.88%
9,692
+94
CRM icon
19
Salesforce
CRM
$248B
$4.42M 2.68%
18,641
+737
RMD icon
20
ResMed
RMD
$37.4B
$4.38M 2.66%
16,009
+69
MCD icon
21
McDonald's
MCD
$222B
$4.23M 2.57%
13,933
+528
PG icon
22
Procter & Gamble
PG
$335B
$3.97M 2.41%
25,831
+286
COST icon
23
Costco
COST
$397B
$3.39M 2.06%
3,661
+108
CHE icon
24
Chemed
CHE
$5.95B
$3.15M 1.91%
7,046
+335
AWK icon
25
American Water Works
AWK
$25.3B
$2.9M 1.76%
20,827
+116
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