GJIA

Glass Jacobson Investment Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$3.99M
3 +$3.39M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.37M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.68%
2 Financials 3.3%
3 Healthcare 2.66%
4 Energy 2.64%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$20.6K 0.01%
+64
427
$20.4K 0.01%
+225
428
$20.1K 0.01%
+668
429
$19.9K 0.01%
+451
430
$19.8K 0.01%
+806
431
$19.8K 0.01%
+288
432
$19.7K 0.01%
+345
433
$19.6K 0.01%
+415
434
$19.5K 0.01%
+200
435
$19.4K 0.01%
+112
436
$19.2K 0.01%
+177
437
$19K 0.01%
+380
438
$18.8K 0.01%
+486
439
$18.8K 0.01%
+197
440
$18.6K 0.01%
+200
441
$18.6K 0.01%
+300
442
$18.4K 0.01%
+689
443
$18.3K 0.01%
+107
444
$17.9K 0.01%
+174
445
$17.8K 0.01%
+250
446
$17.7K 0.01%
+778
447
$17.6K 0.01%
+150
448
$16.9K 0.01%
+342
449
$16.7K 0.01%
+369
450
$16.6K 0.01%
+67