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
$480M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$17.4M
2 +$8.04M
3 +$5.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.51M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.59M

Sector Composition

1 Technology 2.57%
2 Financials 0.7%
3 Consumer Discretionary 0.62%
4 Healthcare 0.43%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,246
102
-4,140
103
-7,035