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

Top Sells

1 +$144K
2 +$24.4K
3 +$22K
4
CELG
Celgene Corp
CELG
+$17K
5
CI icon
Cigna
CI
+$15.5K

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
176
-27