CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
-10.78%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-7.7%)
Cap. Flow
+$5.42M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
75.66%
Holding
175
New
6
Increased
52
Reduced
9
Closed
19
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$91K |
| 2 |
FS KKR Capital
FSK
|
$68K |
| 3 |
Kite Realty
KRG
|
$36K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$32.8K |
| 5 |
Ventas
VTR
|
$23K |
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Consumer Discretionary | 0.77% |
| 3 | Financials | 0.54% |
| 4 | Real Estate | 0.39% |
| 5 | Healthcare | 0.24% |
