JAG
Journey Advisory Group Portfolio holdings
AUM
$1.28B
This Quarter Return
+5.6%
1 Year Return
+12.51%
3 Year Return
+54.51%
5 Year Return
–
10 Year Return
–
AUM
$834M
AUM Growth
+$834M
(-0.18%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
224
New
1
Increased
16
Reduced
41
Closed
–
Top Buys
| 1 |
TD Synnex
SNX
|
$238K |
| 2 |
Apple
AAPL
|
$159K |
| 3 |
Occidental Petroleum
OXY
|
$148K |
| 4 |
Procter & Gamble
PG
|
$130K |
| 5 |
Exxon Mobil
XOM
|
$107K |
Top Sells
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Healthcare | 7.7% |
| 3 | Consumer Staples | 6.79% |
| 4 | Industrials | 6.18% |
| 5 | Financials | 5.98% |
