CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
-16.25%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-34%)
Cap. Flow
-$28.4M
Cap. Flow
% of AUM
-25.58%
Top 10 Holdings %
Top 10 Hldgs %
75.57%
Holding
40
New
–
Increased
7
Reduced
21
Closed
12
Top Buys
| 1 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$569K |
| 2 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$513K |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$453K |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
$388K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$198K |
Top Sells
Sector Composition
| 1 | Technology | 6.51% |
| 2 | Communication Services | 1.02% |
| 3 | Consumer Discretionary | 0% |
| 4 | Financials | 0% |
| 5 | Real Estate | 0% |
