JBA
Johnson Bixby & Associates Portfolio holdings
AUM
$728M
1-Year Return
11.22%
This Quarter Return
+0.06%
1 Year Return
+11.22%
3 Year Return
+34.3%
5 Year Return
–
10 Year Return
–
AUM
$669M
AUM Growth
+$13.4M
(+2%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
71.07%
Holding
123
New
7
Increased
35
Reduced
46
Closed
8
Top Buys
| 1 |
Capital Group Core Plus Income ETF
CGCP
|
$25.5M |
| 2 |
Capital Group Growth ETF
CGGR
|
$16.1M |
| 3 |
iShares Global Financials ETF
IXG
|
$13.1M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$9.37M |
| 5 |
Capital Group International Equity ETF
CGIE
|
$5.78M |
Top Sells
Sector Composition
| 1 | Technology | 2.35% |
| 2 | Financials | 0.88% |
| 3 | Consumer Discretionary | 0.4% |
| 4 | Communication Services | 0.32% |
| 5 | Consumer Staples | 0.31% |
