CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
+3.72%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+4.3%)
Cap. Flow
+$820K
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
74.22%
Holding
138
New
7
Increased
26
Reduced
25
Closed
2
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$192K |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$23.8K |
| 3 |
NXP Semiconductors
NXPI
|
$23K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$22K |
| 5 |
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% |
