JBA
Johnson Bixby & Associates Portfolio holdings
AUM
$728M
This Quarter Return
-1.93%
1 Year Return
+11.22%
3 Year Return
+34.3%
5 Year Return
–
10 Year Return
–
AUM
$655M
AUM Growth
+$655M
(-0.12%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
68.21%
Holding
123
New
10
Increased
43
Reduced
44
Closed
7
Top Buys
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.3M |
| 2 |
Capital Group Global Growth Equity ETF
CGGO
|
$3.07M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.24M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$610K |
| 5 |
Microsoft
MSFT
|
$550K |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Financials | 0.76% |
| 3 | Consumer Discretionary | 0.5% |
| 4 | Communication Services | 0.36% |
| 5 | Consumer Staples | 0.33% |
