JAG
Journey Advisory Group Portfolio holdings
AUM
$1.28B
This Quarter Return
-11.21%
1 Year Return
+12.51%
3 Year Return
+54.51%
5 Year Return
–
10 Year Return
–
AUM
$435M
AUM Growth
+$435M
(+10%)
Cap. Flow
+$71.1M
Cap. Flow
% of AUM
16.33%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
251
New
34
Increased
149
Reduced
50
Closed
9
Top Buys
| 1 |
Microsoft
MSFT
|
$3.52M |
| 2 |
Amazon
AMZN
|
$3.03M |
| 3 |
AbbVie
ABBV
|
$2.74M |
| 4 |
Apple
AAPL
|
$2.66M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.33M |
Top Sells
Sector Composition
| 1 | Technology | 17.19% |
| 2 | Healthcare | 12.23% |
| 3 | Consumer Staples | 7.9% |
| 4 | Financials | 6.36% |
| 5 | Industrials | 6.25% |
