CJA

C-J Advisory Portfolio holdings

AUM $189M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.4M
3
+$7.88M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.48M
5
VV icon
Vanguard Large-Cap ETF
VV
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 3.13%
3 Financials 0.7%
4 Real Estate 0.56%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.03%
+269
52
$28K 0.02%
+792
53
$28K 0.02%
+471
54
$28K 0.02%
+308
55
$28K 0.02%
+401
56
$26K 0.02%
+744
57
$25K 0.02%
+299
58
$25K 0.02%
+250
59
$25K 0.02%
+930
60
$25K 0.02%
+482
61
$24K 0.02%
+158
62
$23K 0.02%
+500
63
$23K 0.02%
+1,904
64
$23K 0.02%
+564
65
$23K 0.02%
+183
66
$22K 0.02%
+126
67
$22K 0.02%
+250
68
$22K 0.02%
+255
69
$22K 0.02%
+314
70
$22K 0.02%
+321
71
$22K 0.02%
+350
72
$21K 0.02%
+166
73
$21K 0.02%
+175
74
$21K 0.02%
+260
75
$21K 0.02%
+390
1 2
3
4 5