JRPIML

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Portfolio holdings

AUM $487M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$26.2M
3 +$16.9M
4
TSLA icon
Tesla
TSLA
+$16.2M
5
AMZN icon
Amazon
AMZN
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.16%
2 Communication Services 11.84%
3 Healthcare 11.24%
4 Consumer Discretionary 10.25%
5 Financials 8.75%