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
$305M
AUM Growth
+$7.45K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$7.45K
2
+$193

Top Sells

1
+$266
2
+$263

Sector Composition

1 Technology 5.25%
2 Consumer Staples 1.42%
3 Consumer Discretionary 1.3%
4 Real Estate 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.44K ﹤0.01%
30
777
$1.42K ﹤0.01%
11
778
$1.4K ﹤0.01%
7
779
$1.37K ﹤0.01%
44
780
$1.37K ﹤0.01%
60
781
$1.29K ﹤0.01%
30
782
$1.27K ﹤0.01%
15
783
$1.27K ﹤0.01%
223
784
$1.19K ﹤0.01%
34
785
$1.18K ﹤0.01%
34
786
$1.13K ﹤0.01%
10
787
$1.11K ﹤0.01%
13
788
$1.1K ﹤0.01%
49
789
$1.08K ﹤0.01%
50
790
$1.05K ﹤0.01%
26
791
$1.04K ﹤0.01%
126
792
$1.02K ﹤0.01%
22
793
$1.01K ﹤0.01%
48
794
$966 ﹤0.01%
8
795
$908 ﹤0.01%
10
796
$902 ﹤0.01%
26
797
$890 ﹤0.01%
18
798
$812 ﹤0.01%
9
799
$799 ﹤0.01%
37
800
$769 ﹤0.01%
9
30 31
32
33 34