JFM
Jackson Financial Management Portfolio holdings
AUM
$194M
This Quarter Return
+10.4%
1 Year Return
+21.54%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+66%)
Cap. Flow
+$52.1M
Cap. Flow
% of AUM
34.63%
Top 10 Holdings %
Top 10 Hldgs %
65.19%
Holding
42
New
8
Increased
17
Reduced
11
Closed
4
Top Buys
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$4.17M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$293K |
| 3 |
Amazon
AMZN
|
$230K |
| 4 |
Apple
AAPL
|
$228K |
| 5 |
HMSY
HMS Holdings Corp.
HMSY
|
$207K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Healthcare | 0.98% |
| 4 | Industrials | 0.68% |
| 5 | Financials | 0.47% |
