JGIA
Jackson Grant Investment Advisers Portfolio holdings
AUM
$272M
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$272M
AUM Growth
+$14M
(+5.4%)
Holding
386
Top Buys
| 1 | +$564K | |
| 2 | +$332K | |
| 3 | +$324K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$307K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$175K |
Top Sells
| 1 | +$272K | |
| 2 | +$264K | |
| 3 | +$259K | |
| 4 |
Apple
AAPL
|
+$72.2K |
| 5 |
Procter & Gamble
PG
|
+$53.1K |
Sector Composition
| 1 | Technology | 6.53% |
| 2 | Healthcare | 5.33% |
| 3 | Consumer Staples | 3.79% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Financials | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
PVH
PVH
$3.77B
| $1.37K | ﹤0.01% |
20
|
|
||
377
Southern Copper
SCCO
$114B
| $1.31K | ﹤0.01% |
13
|
|
||
378
Kraft Heinz
KHC
$29.1B
| $1.19K | ﹤0.01% |
46
|
|
||
379
Halliburton
HAL
$22.7B
| $1.1K | ﹤0.01% |
54
|
|
||
380
Spectrum Brands
SPB
$1.33B
| $901 | ﹤0.01% |
17
|
|
||
381
GE HealthCare
GEHC
$34.2B
| $889 | ﹤0.01% |
12
|
|
||
382
Westlake Corp
WLK
$8.76B
| $835 | ﹤0.01% |
11
-109
|
|
||
383
Teradyne
TER
$28.1B
| $809 | ﹤0.01% |
9
|
|
||
|
ETH
384
Grayscale Ethereum Mini Trust ETF
ETH
$2.62B
| $569 | ﹤0.01% |
24
|
|
||
385
Franklin US Equity Index ETF
USPX
$1.47B
| $54 | ﹤0.01% |
+1
|
|
||
386
Global Payments
GPN
$19.1B
| – | – |
-78
|
|