JCIA

Jackson Creek Investment Advisors Portfolio holdings

AUM $346M
1-Year Est. Return 40.64%
This Quarter Est. Return
1 Year Est. Return
+40.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.32M
3
+$1.31M
4
PENG
Penguin Solutions Inc
PENG
+$1.3M
5
WT icon
WisdomTree
WT
+$1.29M

Top Sells

1
+$1.46M
2
+$1.33M
3
+$1.31M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$1.3M
5
ESE icon
ESCO Technologies
ESE
+$1.25M

Sector Composition

1 Technology 15.89%
2 Industrials 13.38%
3 Financials 13.02%
4 Healthcare 12.08%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.49%
38,285
+289
27
$1.36M 0.48%
14,094
-30
28
$1.34M 0.48%
31,603
+3,027
29
$1.34M 0.48%
12,947
-28
30
$1.34M 0.48%
55,328
+5,430
31
$1.33M 0.48%
10,762
-1,582
32
$1.33M 0.47%
18,606
-46
33
$1.32M 0.47%
+199,910
34
$1.31M 0.47%
22,517
-53
35
$1.31M 0.47%
+21,033
36
$1.3M 0.46%
+49,340
37
$1.3M 0.46%
29,897
-60
38
$1.29M 0.46%
+140,934
39
$1.29M 0.46%
10,371
-23
40
$1.28M 0.46%
11,119
-31
41
$1.28M 0.46%
120,997
-232
42
$1.28M 0.46%
36,290
-48
43
$1.27M 0.45%
49,334
-118
44
$1.27M 0.45%
+23,272
45
$1.27M 0.45%
+22,615
46
$1.27M 0.45%
+31,564
47
$1.26M 0.45%
56,112
-672
48
$1.26M 0.45%
+29,662
49
$1.25M 0.45%
33,873
-76
50
$1.25M 0.45%
10,735
-19
1
2
3 4 5