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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
201
$48.3K 0.02%
+1,539
202
$48.1K 0.02%
1,022
203
$47.6K 0.02%
+350
204
$46.3K 0.02%
76
205
$46.2K 0.02%
506
+2
206
$46K 0.02%
389
207
$45.3K 0.02%
700
208
$44.4K 0.01%
301
+2
209
$44K 0.01%
136
210
$43.2K 0.01%
961
211
$43K 0.01%
189
212
$43K 0.01%
849
213
$40.9K 0.01%
620
214
$40.4K 0.01%
602
215
$40K 0.01%
545
216
$39.3K 0.01%
586
+53
217
$38.2K 0.01%
190
218
$37.6K 0.01%
243
219
$37.2K 0.01%
+500
220
$34.6K 0.01%
98
221
$34.3K 0.01%
1,358
222
$34.2K 0.01%
77
223
$32.4K 0.01%
1,261
+4
224
$32K 0.01%
190
+57
225
$31.7K 0.01%
204
7 8
9
10 11