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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
376
$3.19K ﹤0.01%
5
377
$3.13K ﹤0.01%
4
378
$3.11K ﹤0.01%
18
379
$3.1K ﹤0.01%
22
380
$3.1K ﹤0.01%
13
381
$2.95K ﹤0.01%
66
382
$2.95K ﹤0.01%
20
383
$2.84K ﹤0.01%
82
384
$2.81K ﹤0.01%
46
385
$2.65K ﹤0.01%
30
386
$2.59K ﹤0.01%
150
387
$2.57K ﹤0.01%
43
388
$2.51K ﹤0.01%
16
389
$2.46K ﹤0.01%
10
390
$2.41K ﹤0.01%
33
391
$2.33K ﹤0.01%
+35
392
$2.24K ﹤0.01%
57
393
$2.1K ﹤0.01%
43
394
$1.85K ﹤0.01%
22
395
$1.84K ﹤0.01%
24
396
$1.83K ﹤0.01%
36
397
$1.82K ﹤0.01%
27
398
$1.78K ﹤0.01%
10
399
$1.72K ﹤0.01%
9
400
$1.7K ﹤0.01%
12
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16
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