JIR
James Investment Research Portfolio holdings
AUM
$916M
1-Year Est. Return
26.1%
This Fund
S&P 500
1 Year Est. Return
+26.1%
AUM
$782M
AUM Growth
+$26.6M
(+3.5%)
Holding
597
Top Buys
| 1 | +$14.1M | |
| 2 | +$2.64M | |
| 3 | +$2.26M | |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$2.23M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$2.15M |
Top Sells
| 1 | +$5.29M | |
| 2 | +$3.68M | |
| 3 | +$2.71M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$2.37M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$2.02M |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 10.27% |
| 3 | Healthcare | 9.97% |
| 4 | Consumer Discretionary | 7.41% |
| 5 | Industrials | 5.52% |