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JIR

James Investment Research Portfolio holdings

AUM $891M
1-Year Est. Return 30.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.9M
3
+$6.37M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.6M
5
DE icon
Deere & Co
DE
+$4.76M

Top Sells

1
+$11.7M
2
+$10M
3
+$8.8M
4
AMGN icon
Amgen
AMGN
+$8.16M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.65M

Sector Composition

1 Technology 12.86%
2 Financials 9.74%
3 Healthcare 8.26%
4 Industrials 8.16%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$55K ﹤0.01%
855
377
$55K ﹤0.01%
2,392
378
$54K ﹤0.01%
2,500
379
$54K ﹤0.01%
795
380
$52K ﹤0.01%
3,000
381
$52K ﹤0.01%
20,100
382
$52K ﹤0.01%
1,833
-841
383
$51K ﹤0.01%
119
+107
384
$51K ﹤0.01%
7,975
385
$51K ﹤0.01%
+3,471
386
$51K ﹤0.01%
4,450
387
$50K ﹤0.01%
+1,800
388
$50K ﹤0.01%
+501
389
$49K ﹤0.01%
21,777
390
$48K ﹤0.01%
21,600
391
$46K ﹤0.01%
11,940
392
$44K ﹤0.01%
+500
393
$42K ﹤0.01%
+939
394
$41K ﹤0.01%
98
-2,314
395
$39K ﹤0.01%
23
-12
396
$38K ﹤0.01%
480
397
$38K ﹤0.01%
7,956
+2,652
398
$37K ﹤0.01%
1,500
399
$37K ﹤0.01%
600
400
$37K ﹤0.01%
1,366
-159
14 15
16
17 18