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
$159M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.23M
3
+$241K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$177K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$148K

Top Sells

1
+$145K
2
+$24.7K
3
+$21.7K
4
CELG
Celgene Corp
CELG
+$17K
5
CI icon
Cigna
CI
+$14.4K

Sector Composition

1 Technology 5.95%
2 Communication Services 0.99%
3 Consumer Discretionary 0.76%
4 Financials 0.58%
5 Real Estate 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
358
-18
77
$25K 0.02%
227
78
$25K 0.02%
750
79
$25K 0.02%
458
80
$24K 0.02%
535
81
$24K 0.02%
436
82
$23K 0.01%
152
-95
83
$23K 0.01%
216
84
$23K 0.01%
639
85
$23K 0.01%
245
86
$23K 0.01%
292
87
$23K 0.01%
293
88
$23K 0.01%
442
89
$22K 0.01%
199
90
$22K 0.01%
101
91
$22K 0.01%
267
92
$22K 0.01%
400
93
$22K 0.01%
282
94
$22K 0.01%
173
95
$22K 0.01%
245
-23
96
$22K 0.01%
279
97
$21K 0.01%
141
98
$21K 0.01%
343
99
$20K 0.01%
92
100
$20K 0.01%
1,115
2 3
4
5 6