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JIR
James Investment Research Portfolio holdings
AUM
$891M
1-Year Est. Return
30.4%
This Fund
S&P 500
1 Year Est. Return
+30.4%
AUM
$891M
AUM Growth
-$24.5M
(-2.7%)
Holding
379
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.42M | |
| 3 | +$1.34M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.29M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.24M |
Top Sells
| 1 | +$4.99M | |
| 2 | +$3.95M | |
| 3 | +$2.95M | |
| 4 |
Apple
AAPL
|
+$2.35M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$2.18M |
Sector Composition
| 1 | Technology | 18.14% |
| 2 | Financials | 12.01% |
| 3 | Consumer Discretionary | 7.88% |
| 4 | Healthcare | 6.79% |
| 5 | Industrials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Sylvamo
SLVM
$1.56B
| – | – |
-4,342
|
|
||
377
State Street Blackstone Senior Loan ETF
SRLN
$5.23B
| – | – |
-4,950
|
|
||
378
Thermo Fisher Scientific
TMO
$196B
| – | – |
-387
|
|
||
379
Tesla
TSLA
$1.53T
| – | – |
-783
|
|