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
1
$9.31M 5.65%
28,225
-450
2
$8.98M 5.45%
36,934
+95
3
$8.73M 5.3%
46,812
-131
4
$8.65M 5.25%
16,702
+10
5
$8.55M 5.19%
71,290
-2,970
6
$8.31M 5.05%
32,650
+1,052
7
$8.14M 4.94%
25,807
+77
8
$8.11M 4.92%
11,043
-26
9
$7.22M 4.38%
32,861
+445
10
$6.35M 3.86%
13,311
+24
11
$5.73M 3.48%
16,787
+97
12
$5.59M 3.39%
166,576
+5,238
13
$5.52M 3.35%
23,828
+725
14
$5.43M 3.3%
12,221
+100
15
$5.31M 3.22%
24,033
+760
16
$5.04M 3.06%
32,462
+1,494
17
$4.83M 2.93%
43,276
+2,357
18
$4.75M 2.88%
9,692
+94
19
$4.42M 2.68%
18,641
+737
20
$4.38M 2.66%
16,009
+69
21
$4.23M 2.57%
13,933
+528
22
$3.97M 2.41%
25,831
+286
23
$3.39M 2.06%
3,661
+108
24
$3.15M 1.91%
7,046
+335
25
$2.9M 1.76%
20,827
+116
1
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