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
76
$20K 0.01%
441
77
$20K 0.01%
265
+80
78
$20K 0.01%
421
79
$20K 0.01%
256
80
$19K 0.01%
128
81
$18K 0.01%
347
-57
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$17K 0.01%
213
-22
83
$17K 0.01%
138
-20
84
$16K 0.01%
360
85
$16K 0.01%
587
-72
86
$16K 0.01%
+91
87
$16K 0.01%
368
88
$16K 0.01%
143
89
$15K 0.01%
85
90
$15K 0.01%
194
91
$15K 0.01%
254
-37
92
$14K 0.01%
72
93
$14K 0.01%
+74
94
$14K 0.01%
106
95
$14K 0.01%
177
96
$14K 0.01%
245
97
$14K 0.01%
113
98
$13K 0.01%
132
99
$13K 0.01%
110
100
$13K 0.01%
226
2 3
4
5 6