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
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$174K
3
+$172K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$97.8K
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$86.7K

Top Sells

1
+$192K
2
+$23.8K
3
+$23K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$22K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6K

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 3.02%
3 Financials 0.84%
4 Real Estate 0.37%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.02%
3,344
52
$30K 0.02%
268
+17
53
$30K 0.02%
1,570
-189
54
$29K 0.02%
307
-32
55
$29K 0.02%
209
56
$28K 0.02%
536
-54
57
$28K 0.02%
308
58
$28K 0.02%
528
+198
59
$28K 0.02%
447
60
$27K 0.02%
670
-74
61
$27K 0.02%
166
62
$27K 0.02%
1,140
63
$25K 0.02%
454
64
$25K 0.02%
408
-63
65
$23K 0.02%
187
66
$23K 0.02%
575
67
$23K 0.02%
532
68
$23K 0.02%
384
69
$23K 0.02%
544
70
$22K 0.02%
251
-35
71
$22K 0.02%
12
-1
72
$22K 0.02%
135
+10
73
$22K 0.02%
211
74
$21K 0.02%
+383
75
$20K 0.01%
113
1 2
3
4 5