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
$223M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$825K
2 +$625K
3 +$557K
4
TSLA icon
Tesla
TSLA
+$477K
5
GLD icon
SPDR Gold Trust
GLD
+$359K

Top Sells

1 +$940K
2 +$716K
3 +$359K
4
O icon
Realty Income
O
+$213K
5
INTC icon
Intel
INTC
+$154K

Sector Composition

1 Technology 19.92%
2 Financials 9.5%
3 Industrials 5.41%
4 Healthcare 5.17%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,691