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
$238M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$12.7M
3 +$2.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.61M

Top Sells

1 +$153K
2 +$141K
3 +$75K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$71.7K
5
AMZN icon
Amazon
AMZN
+$61.9K

Sector Composition

1 Technology 6.81%
2 Healthcare 6.26%
3 Consumer Staples 4.28%
4 Consumer Discretionary 3.26%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
6
352
-1,138
353
-300
354
-300
355
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356
-639
357
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