CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
+10.74%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+12%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
75.31%
Holding
190
New
34
Increased
28
Reduced
24
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$73.8K |
| 2 |
Amazon
AMZN
|
$54.4K |
| 3 |
Adobe
ADBE
|
$54.4K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$52.7K |
| 5 |
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
|
$39.6K |
Sector Composition
| 1 | Technology | 5.57% |
| 2 | Consumer Discretionary | 0.79% |
| 3 | Financials | 0.62% |
| 4 | Real Estate | 0.4% |
| 5 | Healthcare | 0.26% |
