JAG

Journey Advisory Group Portfolio holdings

AUM $1.28B
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
-$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$3.14M
2 +$2.61M
3 +$2.52M
4
FMC icon
FMC
FMC
+$1.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1M

Sector Composition

1 Technology 13.97%
2 Healthcare 9.06%
3 Consumer Staples 6.57%
4 Financials 6.05%
5 Industrials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,009