AA
AJ Advisors Portfolio holdings
AUM
$244M
1-Year Est. Return
12.74%
1 Year Est. Return
+12.74%
AUM
$244M
AUM Growth
+$19.6M
(+8.7%)
Holding
38
Top Buys
| 1 | +$4.86M | |
| 2 | +$1.62M | |
| 3 | +$1.09M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$447K |
| 5 |
Vanguard Value ETF
VTV
|
+$425K |
Top Sells
| 1 | +$609K | |
| 2 | +$551K | |
| 3 | +$339K | |
| 4 |
JPMorgan Chase
JPM
|
+$269K |
| 5 |
Eli Lilly
LLY
|
+$245K |
Sector Composition
| 1 | Financials | 1.46% |
| 2 | Technology | 1.28% |
| 3 | Consumer Discretionary | 0.56% |
| 4 | Communication Services | 0.38% |
| 5 | Healthcare | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $457K | 0.19% |
910
-1,211
|
|
||
27
HCA Healthcare
HCA
$111B
| $455K | 0.19% |
1,067
-164
|
|
||
|
SPYM
28
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.2B
| $436K | 0.18% |
5,570
-22
|
|
||
29
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
| $355K | 0.15% |
11,734
-240
|
|
||
30
Mastercard
MA
$497B
| $288K | 0.12% |
506
-64
|
|
||
31
PGIM Floating Rate Income ETF
PFRL
$99.3M
| $252K | 0.1% |
5,023
-54
|
|
||
32
iShares Core S&P 500 ETF
IVV
$733B
| $247K | 0.1% |
369
+1
|
|
||
33
Procter & Gamble
PG
$343B
| $246K | 0.1% |
1,600
-1,232
|
|
||
34
UnitedHealth
UNH
$308B
| $218K | 0.09% |
631
-83
|
|
||
35
Costco
COST
$409B
| $208K | 0.09% |
224
-25
|
|
||
36
iShares Select Dividend ETF
DVY
$20.7B
| $202K | 0.08% |
1,423
-171
|
|
||
37
IBM
IBM
$283B
| – | – |
-1,870
|
|
||
|
38
Eli Lilly
LLY
$925B
| – | – |
-314
|
|