AA

AJ Advisors Portfolio holdings

AUM $225M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$14.1M
3
+$10.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.79%
2 Consumer Staples 1.27%
3 Financials 1.13%
4 Healthcare 0.93%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$301K 0.24%
+6,177
27
$275K 0.22%
+1,326
28
$275K 0.22%
+15,557
29
$273K 0.22%
+5,234
30
$263K 0.21%
+1,069
31
$263K 0.21%
+496
32
$249K 0.2%
+1,684
33
$238K 0.19%
+1,776
34
$237K 0.19%
+1,341
35
$225K 0.18%
+2,272
36
$214K 0.17%
+302
37
$204K 0.16%
+2,666
1
2