CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
-0.38%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+0.59%)
Cap. Flow
+$3.54M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
78.33%
Holding
166
New
13
Increased
30
Reduced
23
Closed
6
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$2.52M |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$71.4K |
| 3 |
Amazon
AMZN
|
$35.6K |
| 4 |
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
|
$25.2K |
| 5 |
Webster Financial
WBS
|
$19K |
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Financials | 0.61% |
| 4 | Real Estate | 0.37% |
| 5 | Healthcare | 0.22% |
