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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
251
$20.5K 0.01%
236
252
$20.4K 0.01%
73
253
$20.2K 0.01%
+300
254
$19.8K 0.01%
+500
255
$19.3K 0.01%
113
+1
256
$19K 0.01%
+300
257
$19K 0.01%
69
258
$19K 0.01%
119
259
$18.8K 0.01%
111
260
$18.7K 0.01%
97
261
$18.2K 0.01%
450
262
$18.1K 0.01%
38
263
$18K 0.01%
297
+1
264
$17.8K 0.01%
60
265
$17.1K 0.01%
53
-56
266
$17K 0.01%
131
+1
267
$16.6K 0.01%
+1,000
268
$16.4K 0.01%
+200
269
$16.3K 0.01%
400
270
$16K 0.01%
350
271
$15.9K 0.01%
+100
272
$15.5K 0.01%
88
273
$14.5K ﹤0.01%
505
274
$14.3K ﹤0.01%
+950
275
$14.2K ﹤0.01%
+484
9 10
11
12 13