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
$163M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.99M
3
+$1.6M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$994K

Top Sells

1
+$217K
2
+$99.5K
3
+$71.9K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$34.8K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$10.5K

Sector Composition

1 Technology 2.55%
2 Financials 2.42%
3 Consumer Staples 1.31%
4 Consumer Discretionary 1.15%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.26%
4,976
-39
27
$384K 0.24%
3,843
+28
28
$354K 0.22%
1,360
+182
29
$336K 0.21%
950
+72
30
$332K 0.2%
631
+225
31
$318K 0.2%
1,735
+13
32
$305K 0.19%
+523
33
$302K 0.19%
6,018
-91
34
$300K 0.18%
16,016
+109
35
$299K 0.18%
3,267
+47
36
$270K 0.17%
1,085
-7
37
$267K 0.16%
1,635
+15
38
$252K 0.16%
+423
39
$248K 0.15%
+581
40
$246K 0.15%
+304
41
$230K 0.14%
+2,397
42
$217K 0.13%
+2,405
43
$201K 0.12%
+2,247
44
– –
-2,317
1
2