JFGLC
Johnson Financial Group LLC (Colorado) Portfolio holdings
AUM
$1.09B
1-Year Est. Return
13.39%
This Fund
S&P 500
1 Year Est. Return
+13.39%
AUM
$276M
AUM Growth
+$146M
(+112%)
Holding
34
Top Buys
| 1 | +$56.1M | |
| 2 | +$35.8M | |
| 3 | +$11.8M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$10.5M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$10.1M |
Top Sells
| 1 | +$815K | |
| 2 | +$746K | |
| 3 | +$745K | |
| 4 |
iShares Future Exponential Technologies ETF
XT
|
+$345K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$321K |
Sector Composition
| 1 | Consumer Discretionary | 0.27% |
| 2 | Energy | 0.18% |
| 3 | Financials | 0.11% |