CJA
C-J Advisory Portfolio holdings
AUM
$189M
1-Year Est. Return
23.84%
1 Year Est. Return
+23.84%
AUM
$189M
AUM Growth
+$2.45M
(+1.3%)
Holding
34
Top Buys
| 1 | +$836K | |
| 2 | +$684K | |
| 3 | +$538K | |
| 4 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
+$487K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$412K |
Top Sells
| 1 | +$169K | |
| 2 | +$136K | |
| 3 | +$103K | |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
+$86.6K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$76.8K |
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Communication Services | 1.28% |
| 3 | Consumer Discretionary | 0.15% |
| 4 | Financials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
| $1.48M | 0.78% |
53,847
+323
|
|
||
27
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
| $691K | 0.37% |
13,408
+30
|
|
||
28
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
| $673K | 0.36% |
8,499
-60
|
|
||
29
iShares MSCI EAFE ETF
EFA
$68.6B
| $326K | 0.17% |
4,179
|
|
||
30
LCI Industries
LCII
$2.83B
| $279K | 0.15% |
2,077
|
|
||
31
Vanguard Value ETF
VTV
$152B
| $222K | 0.12% |
1,640
+3
|
|
||
32
iShares Core S&P 500 ETF
IVV
$731B
| $209K | 0.11% |
487
-1
|
|
||
33
Bank of America
BAC
$388B
| $204K | 0.11% |
+4,819
|
|
||
34
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.7B
| $204K | 0.11% |
2,928
-1,945
|
|