CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
+3.98%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+1.9%)
Cap. Flow
-$3.89M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
77.16%
Holding
155
New
19
Increased
37
Reduced
29
Closed
2
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$4.58M |
| 2 |
Amazon
AMZN
|
$3.71M |
| 3 |
Intel
INTC
|
$986K |
| 4 |
PayPal
PYPL
|
$539K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$65.9K |
Sector Composition
| 1 | Technology | 5.68% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Financials | 0.6% |
| 4 | Real Estate | 0.42% |
| 5 | Healthcare | 0.23% |
