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
$159M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.23M
3
+$241K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$177K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$148K

Top Sells

1
+$145K
2
+$24.7K
3
+$21.7K
4
CELG
Celgene Corp
CELG
+$17K
5
CI icon
Cigna
CI
+$14.4K

Sector Composition

1 Technology 5.95%
2 Communication Services 0.99%
3 Consumer Discretionary 0.76%
4 Financials 0.58%
5 Real Estate 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
194
127
$12K 0.01%
72
128
$12K 0.01%
49
129
$11K 0.01%
100
130
$11K 0.01%
+132
131
$11K 0.01%
180
132
$9K 0.01%
39
133
$8K 0.01%
121
134
$8K 0.01%
110
135
$7K ﹤0.01%
87
136
$7K ﹤0.01%
211
137
$7K ﹤0.01%
174
138
$7K ﹤0.01%
101
+23
139
$7K ﹤0.01%
598
140
$6K ﹤0.01%
30
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141
$6K ﹤0.01%
29
142
$6K ﹤0.01%
125
143
$6K ﹤0.01%
49
144
$5K ﹤0.01%
165
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145
$5K ﹤0.01%
27
-6
146
$5K ﹤0.01%
88
147
$5K ﹤0.01%
+171
148
$5K ﹤0.01%
31
149
$5K ﹤0.01%
122
150
$5K ﹤0.01%
2,000
4 5
6
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