JFA
Johanson Financial Advisors Portfolio holdings
AUM
$326M
This Quarter Return
-15.54%
1 Year Return
+23.67%
3 Year Return
+96.09%
5 Year Return
+133.78%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(-92%)
Cap. Flow
-$33.5B
Cap. Flow
% of AUM
-19,273.18%
Top 10 Holdings %
Top 10 Hldgs %
43.78%
Holding
272
New
3
Increased
–
Reduced
91
Closed
178
Top Buys
| 1 |
Synopsys
SNPS
|
$395K |
| 2 |
Gilead Sciences
GILD
|
$297K |
| 3 |
MFA
MFA Financial
MFA
|
$28K |
Top Sells
| 1 |
Apple
AAPL
|
$4.28B |
| 2 |
Amazon
AMZN
|
$4.08B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.04B |
| 4 |
Vanguard Growth ETF
VUG
|
$1.7B |
| 5 |
Mastercard
MA
|
$1.44B |
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Financials | 9.86% |
| 3 | Industrials | 5.2% |
| 4 | Healthcare | 4.81% |
| 5 | Communication Services | 4.23% |
