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
$174M
AUM Growth
-$1.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$297K
3
+$28K

Top Sells

1
+$4.28B
2
+$4.08B
3
+$3.04B
4
VUG icon
Vanguard Growth ETF
VUG
+$1.7B
5
MA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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