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JGIA

Jackson Grant Investment Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$789K
3
+$710K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$605K
5
AMZN icon
Amazon
AMZN
+$453K

Top Sells

1
+$265K
2
+$83.4K
3
+$28.8K
4
UPS icon
United Parcel Service
UPS
+$20.6K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18.2K

Sector Composition

1 Technology 7%
2 Healthcare 5.72%
3 Consumer Staples 3.52%
4 Consumer Discretionary 2.89%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.8K 0.01%
441
227
$30.4K 0.01%
300
228
$30.3K 0.01%
448
+213
229
$29.9K 0.01%
385
230
$29.6K 0.01%
142
+1
231
$29.4K 0.01%
500
232
$29.1K 0.01%
+1,500
233
$28.7K 0.01%
172
234
$28.7K 0.01%
4,000
235
$27.7K 0.01%
599
+3
236
$26.2K 0.01%
317
237
$25.5K 0.01%
595
+500
238
$25.4K 0.01%
126
239
$25.3K 0.01%
83
240
$24.7K 0.01%
+300
241
$24.6K 0.01%
40
+31
242
$24.6K 0.01%
716
243
$24K 0.01%
200
244
$23.9K 0.01%
73
245
$22K 0.01%
461
246
$21.6K 0.01%
940
+213
247
$21.1K 0.01%
388
+4
248
$20.8K 0.01%
763
+8
249
$20.8K 0.01%
248
250
$20.6K 0.01%
269
+2
8 9
10
11 12