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
AMT icon
26
American Tower
AMT
$83.7B
$2.66M 1.62%
13,839
+233
APD icon
27
Air Products & Chemicals
APD
$58B
$2.44M 1.48%
8,963
+89
SPYG icon
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.9B
$2.02M 1.23%
19,351
+177
MA icon
29
Mastercard
MA
$490B
$1.11M 0.67%
1,946
-65
SPGI icon
30
S&P Global
SPGI
$151B
$806K 0.49%
1,656
+2
SCHW icon
31
Charles Schwab
SCHW
$167B
$779K 0.47%
8,161
-718
SPTM icon
32
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$735K 0.45%
9,108
+247
DGX icon
33
Quest Diagnostics
DGX
$20.3B
$643K 0.39%
3,375
-195
VGT icon
34
Vanguard Information Technology ETF
VGT
$115B
$470K 0.29%
629
-6
JNJ icon
35
Johnson & Johnson
JNJ
$487B
$392K 0.24%
2,112
-52
XSD icon
36
State Street SPDR S&P Semiconductor ETF
XSD
$1.7B
$390K 0.24%
1,222
-33
XAR icon
37
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.45B
$385K 0.23%
1,639
-9
MGK icon
38
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$249K 0.15%
618
-53
CAH icon
39
Cardinal Health
CAH
$47.2B
$237K 0.14%
1,511
+4
KIE icon
40
State Street SPDR S&P Insurance ETF
KIE
$625M
$221K 0.13%
3,718
+62
PLTR icon
41
Palantir
PLTR
$433B
$210K 0.13%
+1,150
ADBE icon
42
Adobe
ADBE
$145B
– –
-748
1
2