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JAG

Journey Advisory Group Portfolio holdings

AUM $1.17B
1-Year Est. Return 20.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.37M
3
+$7.12M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$6.58M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$2.89M

Top Sells

1
+$7.39M
2
+$4.1M
3
+$3.64M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$3.37M
5
TSM icon
TSMC
TSM
+$3.12M

Sector Composition

1 Materials 13.62%
2 Technology 12.01%
3 Financials 7.56%
4 Consumer Staples 5%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.13%
31,608
127
$1.7M 0.13%
5,644
128
$1.68M 0.12%
4,547
+48
129
$1.64M 0.12%
12,479
-56
130
$1.62M 0.12%
33,445
-858
131
$1.57M 0.12%
5,577
-270
132
$1.52M 0.11%
3,321
133
$1.52M 0.11%
3,414
+25
134
$1.51M 0.11%
18,876
-18
135
$1.45M 0.11%
3,164
-31
136
$1.4M 0.1%
7,521
-107
137
$1.37M 0.1%
9,618
138
$1.35M 0.1%
10,016
+812
139
$1.3M 0.1%
17,716
+164
140
$1.28M 0.09%
10,678
141
$1.23M 0.09%
13,224
142
$1.18M 0.09%
7,656
-285
143
$1.18M 0.09%
1,972
144
$1.16M 0.09%
10,649
145
$1.15M 0.09%
12,359
-2,500
146
$1.15M 0.08%
9,265
-114
147
$1.11M 0.08%
47,300
148
$1.1M 0.08%
9,613
-1,431
149
$1.1M 0.08%
6,033
-960
150
$1.05M 0.08%
11,857
+50
4 5
6
7 8