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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
276
$14.1K ﹤0.01%
62
277
$13.6K ﹤0.01%
71
278
$13.6K ﹤0.01%
50
279
$13.4K ﹤0.01%
100
280
$12.8K ﹤0.01%
100
-2
281
$11.9K ﹤0.01%
85
282
$11.6K ﹤0.01%
604
283
$11.6K ﹤0.01%
100
284
$11.1K ﹤0.01%
151
+68
285
$11K ﹤0.01%
320
286
$10.8K ﹤0.01%
50
287
$10.7K ﹤0.01%
144
288
$10.7K ﹤0.01%
115
289
$10.6K ﹤0.01%
285
290
$10.5K ﹤0.01%
124
+1
291
$10.5K ﹤0.01%
184
+88
292
$10.4K ﹤0.01%
340
293
$10.3K ﹤0.01%
113
+54
294
$10.2K ﹤0.01%
93
+23
295
$10.2K ﹤0.01%
142
296
$10.1K ﹤0.01%
119
297
$9.69K ﹤0.01%
100
298
$9.68K ﹤0.01%
245
299
$9.56K ﹤0.01%
17
300
$9.43K ﹤0.01%
225
10 11
12
13 14