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
126
0