JAG

Journey Advisory Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$13.6M
3
+$11.2M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$10.4M
5
LINC icon
Lincoln Educational Services
LINC
+$10M

Top Sells

1
+$8.02M
2
+$5.49M
3
+$5.15M
4
TXN icon
Texas Instruments
TXN
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$4.35M

Sector Composition

1 Materials 15.48%
2 Technology 9.94%
3 Financials 7.34%
4 Consumer Staples 7.1%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
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