JF

Jericho Financial Portfolio holdings

AUM $159M
1-Year Est. Return 27.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.21%
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
+$248K
2
+$238K
3
+$231K
4
PLTR icon
Palantir
PLTR
+$186K
5
CRM icon
Salesforce
CRM
+$186K

Top Sells

1
+$363K
2
+$289K
3
+$138K
4
SCHW icon
Charles Schwab
SCHW
+$68.2K
5
MA icon
Mastercard
MA
+$37.3K

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
26
$2.66M 1.62%
13,839
+233
27
$2.44M 1.48%
8,963
+89
28
$2.02M 1.23%
19,351
+177
29
$1.11M 0.67%
1,946
-65
30
$806K 0.49%
1,656
+2
31
$779K 0.47%
8,161
-718
32
$735K 0.45%
9,108
+247
33
$643K 0.39%
3,375
-195
34
$470K 0.29%
5,032
-48
35
$392K 0.24%
2,112
-52
36
$390K 0.24%
1,222
-33
37
$385K 0.23%
1,639
-9
38
$249K 0.15%
3,090
-265
39
$237K 0.14%
1,511
+4
40
$221K 0.13%
3,718
+62
41
$210K 0.13%
+1,150
42
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