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
$137M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$987K
3
+$918K
4
VV icon
Vanguard Large-Cap ETF
VV
+$519K
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$508K

Top Sells

1
+$4.58M
2
+$3.71M
3
+$986K
4
PYPL icon
PayPal
PYPL
+$539K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
102
127
$7K 0.01%
75
-181
128
$6K ﹤0.01%
121
-423
129
$6K ﹤0.01%
+176
130
$6K ﹤0.01%
82
131
$6K ﹤0.01%
112
132
$5K ﹤0.01%
+257
133
$5K ﹤0.01%
221
134
$5K ﹤0.01%
131
135
$5K ﹤0.01%
31
-178
136
$5K ﹤0.01%
+103
137
$5K ﹤0.01%
101
-340
138
$5K ﹤0.01%
100
139
$5K ﹤0.01%
361
140
$5K ﹤0.01%
+265
141
$4K ﹤0.01%
47
142
$4K ﹤0.01%
+53
143
$3K ﹤0.01%
+81
144
$3K ﹤0.01%
+71
145
$3K ﹤0.01%
36
146
$2K ﹤0.01%
32
147
$2K ﹤0.01%
+117
148
$2K ﹤0.01%
54
-2
149
$2K ﹤0.01%
+77
150
$2K ﹤0.01%
40
3 4 5
6
7