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
$148M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$348K
3
+$333K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$227K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$185K

Top Sells

1
+$3.91M
2
+$629K
3
+$386K
4
VV icon
Vanguard Large-Cap ETF
VV
+$301K
5
VB icon
Vanguard Small-Cap ETF
VB
+$82.6K

Sector Composition

1 Technology 5.62%
2 Consumer Discretionary 0.93%
3 Financials 0.6%
4 Real Estate 0.38%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43K 0.03%
208
52
$39K 0.03%
446
53
$39K 0.03%
721
+25
54
$38K 0.03%
185
-65
55
$37K 0.03%
3,344
56
$36K 0.02%
2,133
57
$35K 0.02%
259
-39
58
$34K 0.02%
512
59
$34K 0.02%
605
-24
60
$33K 0.02%
238
61
$30K 0.02%
644
62
$30K 0.02%
613
+1
63
$30K 0.02%
1,491
64
$29K 0.02%
228
-44
65
$28K 0.02%
168
66
$28K 0.02%
408
67
$28K 0.02%
750
-390
68
$27K 0.02%
227
-11
69
$26K 0.02%
74
70
$26K 0.02%
323
+20
71
$26K 0.02%
300
-84
72
$26K 0.02%
470
-95
73
$24K 0.02%
358
74
$24K 0.02%
476
75
$24K 0.02%
101
-34
1 2
3
4 5