CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
+1.18%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+3.6%)
Cap. Flow
+$1.1M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
76.35%
Holding
173
New
12
Increased
22
Reduced
26
Closed
3
Top Buys
| 1 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$594K |
| 2 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$539K |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$457K |
| 4 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$386K |
| 5 |
Nuveen ESG Small-Cap ETF
NUSC
|
$384K |
Top Sells
Sector Composition
| 1 | Technology | 4.99% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Financials | 0.61% |
| 4 | Real Estate | 0.38% |
| 5 | Healthcare | 0.23% |
