JGIA

Jackson Grant Investment Advisers Portfolio holdings

AUM $272M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.34%
2 Healthcare 5.12%
3 Technology 3.53%
4 Communication Services 2.2%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-670
227
-21
228
-37