JBA
Johnson Bixby & Associates Portfolio holdings
AUM
$807M
1-Year Est. Return
14.38%
1 Year Est. Return
+14.38%
AUM
$807M
AUM Growth
+$26.6M
(+3.4%)
Holding
130
Top Buys
| 1 | +$53.9M | |
| 2 | +$43.2M | |
| 3 | +$26.4M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.82M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$3.69M |
Top Sells
| 1 | +$112M | |
| 2 | +$2.84M | |
| 3 | +$2.81M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.72M |
| 5 |
Capital Group International Equity ETF
CGIE
|
+$2.22M |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Financials | 0.8% |
| 3 | Consumer Discretionary | 0.41% |
| 4 | Communication Services | 0.37% |
| 5 | Industrials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SAP
SAP
$275B
| – | – |
-850
|
|
||
|
IBMN
127
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| – | – |
-7,665
|
|
||
|
IBHE
128
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| – | – |
-20,588
|
|
||
|
IBDQ
129
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-21,343
|
|
||
130
HP
HPQ
$19.1B
| – | – |
-7,523
|
|