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
126
$5K ﹤0.01%
131
127
$5K ﹤0.01%
209
128
$5K ﹤0.01%
112
129
$4K ﹤0.01%
+70
130
$4K ﹤0.01%
47
131
$4K ﹤0.01%
78
132
$3K ﹤0.01%
36
133
$2K ﹤0.01%
32
134
$2K ﹤0.01%
56
135
$2K ﹤0.01%
+40
136
$1K ﹤0.01%
36
137
– –
-212
138
– –
-194
2 3 4 5
6