JGIA
Jackson Grant Investment Advisers Portfolio holdings
AUM
$304M
1-Year Est. Return
14.23%
This Fund
S&P 500
1 Year Est. Return
+14.23%
AUM
$196M
AUM Growth
-$28.3M
(-13%)
Holding
358
Top Buys
| 1 | +$220K | |
| 2 | +$122K | |
| 3 | +$109K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$103K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$90.4K |
Top Sells
| 1 | +$14.7M | |
| 2 | +$12.4M | |
| 3 | +$2.59M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.58M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.63M |
Sector Composition
| 1 | Technology | 8.74% |
| 2 | Healthcare | 6.5% |
| 3 | Consumer Staples | 5.01% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Industrials | 2.53% |