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
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$174K
3
+$172K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$97.8K
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$86.7K

Top Sells

1
+$192K
2
+$23.8K
3
+$23K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$22K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6K

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 3.02%
3 Financials 0.84%
4 Real Estate 0.37%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
+72
102
$12K 0.01%
164
103
$11K 0.01%
87
-25
104
$11K 0.01%
150
105
$10K 0.01%
216
106
$10K 0.01%
+190
107
$10K 0.01%
790
108
$10K 0.01%
52
109
$10K 0.01%
120
110
$10K 0.01%
90
111
$10K 0.01%
180
-230
112
$9K 0.01%
30
113
$9K 0.01%
146
114
$9K 0.01%
251
115
$8K 0.01%
57
116
$8K 0.01%
360
117
$7K 0.01%
70
-30
118
$7K 0.01%
361
119
$7K 0.01%
115
120
$7K 0.01%
102
121
$6K ﹤0.01%
46
122
$6K ﹤0.01%
221
123
$6K ﹤0.01%
82
124
$5K ﹤0.01%
100
125
$5K ﹤0.01%
361
-104
2 3 4
5
6