JFM
Jackson Financial Management Portfolio holdings
AUM
$194M
This Quarter Return
+1.09%
1 Year Return
+21.54%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+8%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
71.2%
Holding
40
New
5
Increased
13
Reduced
10
Closed
6
Top Buys
| 1 |
iShares US Medical Devices ETF
IHI
|
$6.59M |
| 2 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$4.52M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
$4.49M |
| 4 |
SPDR Gold Trust
GLD
|
$4.32M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$2.28M |
Top Sells
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Healthcare | 1.55% |
| 4 | Industrials | 0.56% |
| 5 | Communication Services | 0.36% |
