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
$398M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$7.75M
3
+$6.27M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$5.46M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.59M

Top Sells

1
+$7.78M
2
+$4.9M
3
+$3.68M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$3.4M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$2.78M

Sector Composition

1 Technology 2.36%
2 Financials 0.67%
3 Consumer Discretionary 0.63%
4 Healthcare 0.58%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,511
1 2 3 4
5