CJA
C-J Advisory Portfolio holdings
AUM
$189M
This Quarter Return
-0.07%
1 Year Return
+23.84%
3 Year Return
+39.21%
5 Year Return
+73.53%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+2.5%)
Cap. Flow
+$3.97M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
73.78%
Holding
176
New
6
Increased
31
Reduced
16
Closed
7
Top Buys
Top Sells
| 1 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
$145K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$24.7K |
| 3 |
Mastercard
MA
|
$21.7K |
| 4 |
CELG
Celgene Corp
CELG
|
$17K |
| 5 |
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% |