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
$122M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$243K
3
+$207K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$180K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$96.3K

Top Sells

1
+$107K
2
+$33.5K
3
+$20.3K
4
TLTE icon
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
+$18.7K
5
XLNX
Xilinx Inc
XLNX
+$15.5K

Sector Composition

1 Technology 8.68%
2 Consumer Discretionary 3.23%
3 Financials 0.74%
4 Real Estate 0.43%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
36
-12
127
$1K ﹤0.01%
56
+2
128
– –
-171
129
– –
-524
2 3 4 5
6