JFA
Johanson Financial Advisors Portfolio holdings
AUM
$326M
This Quarter Return
+1%
1 Year Return
+23.67%
3 Year Return
+96.09%
5 Year Return
+133.78%
10 Year Return
–
AUM
$2.4M
AUM Growth
+$2.4M
(-97%)
Cap. Flow
-$90.8M
Cap. Flow
% of AUM
-3,789.37%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
75
New
1
Increased
1
Reduced
4
Closed
69
Top Buys
| 1 |
Airgain
AIRG
|
$203K |
| 2 |
RAD
Rite Aid Corporation
RAD
|
$45K |
Top Sells
| 1 |
Apple
AAPL
|
$6.21M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.55M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$5.36M |
| 4 |
Trimble
TRMB
|
$4.92M |
| 5 |
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% |
