Jones Financial Companies Portfolio holdings
AUM
$147B
1-Year Est. Return
13.16%
This Fund
S&P 500
1 Year Est. Return
+13.16%
AUM
$132B
AUM Growth
+$20.3B
(+18%)
Holding
4,214
Top Buys
| 1 | +$1.43B | |
| 2 | +$1.42B | |
| 3 | +$1.22B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$949M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$734M |
Top Sells
| 1 | +$668M | |
| 2 | +$318M | |
| 3 | +$262M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$190M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$95.6M |
Sector Composition
| 1 | Technology | 2.43% |
| 2 | Financials | 1.06% |
| 3 | Consumer Discretionary | 1% |
| 4 | Communication Services | 0.76% |
| 5 | Healthcare | 0.72% |
