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
51
$1.25M 0.45%
+64,267
52
$1.25M 0.45%
4,276
-11
53
$1.25M 0.44%
+80,352
54
$1.25M 0.44%
+9,296
55
$1.24M 0.44%
13,050
-9,229
56
$1.24M 0.44%
50,293
-104
57
$1.24M 0.44%
12,447
+342
58
$1.24M 0.44%
23,250
-48
59
$1.24M 0.44%
+8,521
60
$1.23M 0.44%
19,218
-38
61
$1.23M 0.44%
15,991
-32
62
$1.22M 0.44%
3,020
-1,654
63
$1.21M 0.43%
5,696
-47
64
$1.21M 0.43%
+106,297
65
$1.21M 0.43%
21,884
-49
66
$1.19M 0.43%
+30,714
67
$1.19M 0.42%
+14,202
68
$1.19M 0.42%
2,449
-442
69
$1.19M 0.42%
+111,522
70
$1.19M 0.42%
26,616
-54
71
$1.17M 0.42%
12,070
+4,480
72
$1.17M 0.42%
+22,402
73
$1.16M 0.42%
+12,626
74
$1.16M 0.41%
39,345
-70
75
$1.16M 0.41%
6,610
+600
1 2
3
4 5