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Camilla Corso

@Dhjj Financial Advisors, Ltd.

Latest period2024 - Q3ReportedManaged Assets$252.697MTotal holdings880
Assets growth rate6.72%Assets growth rate (2-Q avg)5.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Dhjj Financial Advisors, Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 880 positions.

Assets under management

The assets under management (AUM) of Dhjj Financial Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 252.697M in assets, with a quarterly growth rate of 6.72% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Camilla Corso, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.22%
0.68%
$1.71M
21,298 shares@ $80.3 avg price
VDCVanguard World Fd
Recent Activity
Decreased -9.7%
0.62%
$1.562M
7,152 shares@ $218.47 avg price
BSEPInnovator Etfs Trust
Recent Activity
Decreased -3.08%
0.62%
$1.562M
37,082 shares@ $42.13 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Decreased -3.9%
0.6%
$1.5M
12,803 shares@ $117.16 avg price
KJANInnovator Etfs Trust
Recent Activity
Decreased -0.98%
0.59%
$1.473M
39,742 shares@ $37.08 avg price
KOCTInnovator Etfs Trust
Recent Activity
Decreased -8.5%
0.59%
$1.468M
48,342 shares@ $30.37 avg price
RSPSInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.96%
0.57%
$1.431M
44,211 shares@ $32.38 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -0.13%
0.55%
$1.372M
38,177 shares@ $35.95 avg price
PMAYInnovator Etfs Trust
Recent Activity
Decreased -0.4%
0.53%
$1.335M
37,876 shares@ $35.25 avg price
IJANInnovator Etfs Trust
Recent Activity
Decreased -0.16%
0.49%
$1.227M
37,197 shares@ $32.98 avg price