CJA

C-J Advisory Portfolio holdings

AUM $189M
1-Year Est. Return 23.84%
This Fund
S&P 500
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 +$991K
2 +$990K
3 +$917K
4
VV icon
Vanguard Large-Cap ETF
VV
+$506K
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$494K

Top Sells

1 +$4.5M
2 +$3.49M
3 +$932K
4
PYPL icon
PayPal
PYPL
+$529K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$64.2K

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
151
$1K ﹤0.01%
36
152
$1K ﹤0.01%
+12
153
$1K ﹤0.01%
+86
154
-209
155
-360