CJA
C-J Advisory Portfolio holdings
AUM
$189M
1-Year Est. Return
23.84%
This Fund
S&P 500
1 Year Est. Return
+23.84%
AUM
$155M
AUM Growth
+$1.4M
(+0.91%)
Holding
185
Top Buys
| 1 | +$158K | |
| 2 | +$98.8K | |
| 3 | +$62.3K | |
| 4 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
+$54.2K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$49.7K |
Top Sells
| 1 | +$313K | |
| 2 | +$130K | |
| 3 | +$83.5K | |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$53.1K |
| 5 |
Gabelli Dividend & Income Trust
GDV
|
+$44K |
Sector Composition
| 1 | Technology | 5.54% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Financials | 0.63% |
| 4 | Real Estate | 0.38% |
| 5 | Healthcare | 0.26% |