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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
176
$76.2K 0.03%
553
+2
177
$75.5K 0.03%
744
+400
178
$75.4K 0.03%
+1,000
179
$71.2K 0.02%
66
180
$69.3K 0.02%
200
181
$69.1K 0.02%
721
+2
182
$67.6K 0.02%
1,695
183
$67.4K 0.02%
203
184
$67.4K 0.02%
576
185
$64.1K 0.02%
1,955
+9
186
$63.7K 0.02%
1,264
+400
187
$63.5K 0.02%
487
188
$63.1K 0.02%
1,110
189
$62.2K 0.02%
874
190
$60.2K 0.02%
181
191
$57.6K 0.02%
609
+300
192
$57.2K 0.02%
344
193
$56.9K 0.02%
401
194
$56.3K 0.02%
385
195
$54.9K 0.02%
1,087
196
$54.2K 0.02%
213
+1
197
$52.6K 0.02%
630
+3
198
$51.7K 0.02%
628
199
$49.5K 0.02%
587
+2
200
$48.7K 0.02%
162
+125
6 7
8
9 10