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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
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.89%
0.48%
$1.197M
5,649 shares@ $211.84 avg price
IWOIshares Tr
Recent Activity
Decreased -60.32%
0.4%
$991,001
3,489 shares@ $284.04 avg price
BAPRInnovator Etfs Trust
Recent Activity
Decreased -1.55%
0.4%
$989,010
22,804 shares@ $43.38 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -0.17%
0.38%
$954,555
25,543 shares@ $37.38 avg price
NOCTInnovator Etfs Trust
Recent Activity
Decreased -12.41%
0.37%
$917,304
18,381 shares@ $49.91 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -14.21%
0.36%
$899,973
12,547 shares@ $71.73 avg price
IVVIshares Tr
Recent Activity
Decreased -2.27%
0.36%
$893,495
1,549 shares@ $576.83 avg price
BMAYInnovator Etfs Trust
Recent Activity
Decreased -0.29%
0.34%
$857,479
21,729 shares@ $39.47 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.95%
0.32%
$800,689
13,741 shares@ $58.28 avg price
KAPRInnovator Etfs Trust
Recent Activity
Decreased -1.8%
0.31%
$775,275
23,884 shares@ $32.47 avg price