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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.4M
3
+$7.88M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.48M
5
VV icon
Vanguard Large-Cap ETF
VV
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 3.13%
3 Financials 0.7%
4 Real Estate 0.56%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.01%
+186
102
$10K 0.01%
+251
103
$10K 0.01%
+120
104
$9K 0.01%
+30
105
$9K 0.01%
+216
106
$8K 0.01%
+621
107
$8K 0.01%
+118
108
$8K 0.01%
+69
109
$8K 0.01%
+134
110
$7K 0.01%
+288
111
$7K 0.01%
+181
112
$7K 0.01%
+100
113
$6K 0.01%
+60
114
$6K 0.01%
+168
115
$6K 0.01%
+361
116
$6K 0.01%
+83
117
$5K ﹤0.01%
+78
118
$5K ﹤0.01%
+115
119
$5K ﹤0.01%
+190
120
$5K ﹤0.01%
+360
121
$4K ﹤0.01%
+221
122
$4K ﹤0.01%
+241
123
$2K ﹤0.01%
+48
124
$2K ﹤0.01%
+54
125
$2K ﹤0.01%
+30
2 3 4
5
6