JFA

Johanson Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4M
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$45K

Top Sells

1
+$6.21M
2
+$5.55M
3
+$5.36M
4
TRMB icon
Trimble
TRMB
+$4.92M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.15M

Sector Composition

1 Technology 8.47%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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