JBA
Johnson Bixby & Associates Portfolio holdings
AUM
$807M
1-Year Est. Return
14.38%
This Fund
S&P 500
1 Year Est. Return
+14.38%
AUM
$410M
AUM Growth
+$21.9M
(+5.6%)
Holding
103
Top Buys
| 1 | +$20.4M | |
| 2 | +$19.6M | |
| 3 | +$9.48M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.23M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$5.16M |
Top Sells
| 1 | +$3.42M | |
| 2 | +$2.92M | |
| 3 | +$2.55M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.51M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$2.07M |
Sector Composition
| 1 | Technology | 2.6% |
| 2 | Financials | 0.67% |
| 3 | Healthcare | 0.63% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Industrials | 0.41% |