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
$93M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$857K
2 +$245K
3 +$217K
4
AMLP icon
Alerian MLP ETF
AMLP
+$211K
5
CAT icon
Caterpillar
CAT
+$171K

Sector Composition

1 Technology 17.57%
2 Financials 10.72%
3 Industrials 4.8%
4 Healthcare 3.49%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,100
77
-15,690