JAG

Journey Advisory Group Portfolio holdings

AUM $1.19B
1-Year Est. Return 19.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$14.7M
3 +$3.44M
4
ABBV icon
AbbVie
ABBV
+$2.99M
5
AAPL icon
Apple
AAPL
+$2.49M

Sector Composition

1 Technology 17.19%
2 Healthcare 12.23%
3 Consumer Staples 7.9%
4 Financials 6.36%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,106