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
$267M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$14.3M
3 +$8.34M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.42%
2 Healthcare 9.86%
3 Consumer Staples 9.42%
4 Financials 7.39%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$208K 0.08%
+4,110
177
$205K 0.08%
+2,081
178
$205K 0.08%
+5,700
179
$202K 0.08%
+10,176
180
$28K 0.01%
+200