CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
+6.9%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+5.7%)
Cap. Flow
-$1.47M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
74.73%
Holding
167
New
–
Increased
25
Reduced
11
Closed
127
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.79M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$694K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$609K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$366K |
Top Sells
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Communication Services | 0.86% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Financials | 0.35% |
| 5 | Real Estate | 0.33% |
