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
451
$16.4K 0.01%
+100
452
$16.4K 0.01%
+385
453
$16.3K 0.01%
+192
454
$16.2K 0.01%
+460
455
$16.2K 0.01%
+500
456
$16.1K 0.01%
+896
457
$16K 0.01%
+828
458
$15.9K 0.01%
+1,200
459
$15.9K 0.01%
+180
460
$15.7K 0.01%
+750
461
$15.7K 0.01%
+184
462
$15.5K 0.01%
+107
463
$15.5K 0.01%
+971
464
$15.5K 0.01%
+478
465
$15.4K 0.01%
+393
466
$15.2K 0.01%
+183
467
$15K 0.01%
+845
468
$15K 0.01%
+1,432
469
$14.8K 0.01%
+807
470
$14.7K 0.01%
+2,800
471
$14.7K 0.01%
+200
472
$14.6K 0.01%
+40
473
$14.4K 0.01%
+180
474
$13.8K 0.01%
+350
475
$13.8K 0.01%
+43