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
76
$24K 0.02%
186
77
$23K 0.02%
216
78
$23K 0.02%
267
79
$23K 0.02%
486
-82,645
80
$23K 0.02%
142
-8
81
$23K 0.02%
422
82
$22K 0.01%
234
-17
83
$22K 0.01%
279
84
$21K 0.01%
293
85
$20K 0.01%
10
-2
86
$20K 0.01%
110
87
$20K 0.01%
292
+27
88
$19K 0.01%
460
89
$19K 0.01%
401
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90
$18K 0.01%
180
91
$18K 0.01%
190
-21
92
$17K 0.01%
92
-5
93
$17K 0.01%
213
94
$17K 0.01%
189
95
$16K 0.01%
208
96
$16K 0.01%
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97
$16K 0.01%
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-33
98
$16K 0.01%
190
99
$16K 0.01%
179
100
$16K 0.01%
172
2 3
4
5 6