JF

Jericho Financial Portfolio holdings

AUM $166M
1-Year Est. Return 29.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.54M
3
+$1.01M
4
CRWD icon
CrowdStrike
CRWD
+$948K
5
AFL icon
Aflac
AFL
+$604K

Top Sells

1
+$2.52M
2
+$1.97M
3
+$1.77M
4
AVGO icon
Broadcom
AVGO
+$1.32M
5
CAT icon
Caterpillar
CAT
+$1.21M

Sector Composition

1 Technology 32.35%
2 Communication Services 14.28%
3 Financials 13.36%
4 Consumer Discretionary 10.24%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AWK icon
26
American Water Works
AWK
$27B
$2.92M 1.76%
22,387
+1,560
APD icon
27
Air Products & Chemicals
APD
$63.7B
$2.39M 1.44%
9,658
+695
AMT icon
28
American Tower
AMT
$86.3B
$2.36M 1.42%
13,440
-399
SPYG icon
29
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.4B
$1.64M 0.99%
15,368
-3,983
MA icon
30
Mastercard
MA
$452B
$970K 0.58%
1,699
-247
SPGI icon
31
S&P Global
SPGI
$129B
$711K 0.43%
1,360
-296
SCHW icon
32
Charles Schwab
SCHW
$165B
$675K 0.41%
6,758
-1,403
SPTM icon
33
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
$631K 0.38%
7,649
-1,459
CHE icon
34
Chemed
CHE
$5.5B
$539K 0.32%
1,260
-5,786
DGX icon
35
Quest Diagnostics
DGX
$21.8B
$455K 0.27%
2,622
-753
JNJ icon
36
Johnson & Johnson
JNJ
$574B
$321K 0.19%
1,552
-560
CAH icon
37
Cardinal Health
CAH
$50.9B
$312K 0.19%
1,516
+5
XSD icon
38
State Street SPDR S&P Semiconductor ETF
XSD
$1.65B
$298K 0.18%
927
-295
XAR icon
39
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.21B
$298K 0.18%
1,235
-404
VGT icon
40
Vanguard Information Technology ETF
VGT
$110B
$268K 0.16%
355
-274
MGK icon
41
Vanguard Mega Cap Growth ETF
MGK
$29B
– –
-618
PLTR icon
42
Palantir
PLTR
$371B
– –
-1,150
KIE icon
43
State Street SPDR S&P Insurance ETF
KIE
$412M
– –
-3,718
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