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
76
$21K 0.02%
+566
77
$21K 0.02%
+3,346
78
$20K 0.02%
+76
79
$20K 0.02%
+905
80
$19K 0.02%
+13
81
$19K 0.02%
+178
82
$18K 0.02%
+100
83
$18K 0.02%
+454
84
$18K 0.02%
+199
85
$18K 0.02%
+337
86
$18K 0.02%
+410
87
$17K 0.02%
+140
88
$16K 0.01%
+786
89
$16K 0.01%
+291
90
$16K 0.01%
+112
91
$15K 0.01%
+291
92
$15K 0.01%
+183
93
$15K 0.01%
+404
94
$14K 0.01%
+438
95
$14K 0.01%
+95
96
$14K 0.01%
+112
97
$14K 0.01%
+171
98
$14K 0.01%
+269
99
$14K 0.01%
+301
100
$13K 0.01%
+128
2 3
4
5 6