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JGIA
Jackson Grant Investment Advisers Portfolio holdings
AUM
$300M
1-Year Est. Return
13.95%
This Fund
S&P 500
1 Year Est. Return
+13.95%
AUM
$145M
AUM Growth
+$2.4M
(+1.7%)
Holding
226
Top Buys
| 1 | +$604K | |
| 2 | +$278K | |
| 3 | +$190K | |
| 4 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$181K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$172K |
Top Sells
| 1 | +$406K | |
| 2 | +$221K | |
| 3 | +$185K | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$177K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$168K |
Sector Composition
| 1 | Healthcare | 6.04% |
| 2 | Consumer Staples | 3.45% |
| 3 | Technology | 3.1% |
| 4 | Financials | 2.54% |
| 5 | Communication Services | 2.26% |