JBA

Johnson Bixby & Associates Portfolio holdings

AUM $780M
1-Year Est. Return 10.35%
This Quarter Est. Return
1 Year Est. Return
+10.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 1.02%
3 Financials 0.71%
4 Healthcare 0.69%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.07%
+13,295
77
$116K 0.04%
+2,162