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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
IAUGInnovator Etfs Trust
Recent Activity
New Position
0.03%
$59,604
2,331 shares@ $25.58 avg price
KAUGInnovator Etfs Trust
Recent Activity
New Position
0.03%
$59,195
2,364 shares@ $25.05 avg price
PBMYPgim Rock Etf Tr
Recent Activity
New Position
0.03%
$55,005
2,050 shares@ $26.84 avg price
NAUGInnovator Etfs Trust
Recent Activity
New Position
0.02%
$50,390
2,017 shares@ $24.99 avg price
BUFPPgim Rock Etf Tr
Recent Activity
New Position
0.02%
$43,954
1,680 shares@ $26.17 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$43,196
1,835 shares@ $23.55 avg price
BUFYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$41,607
2,070 shares@ $20.1 avg price
PBFRPgim Rock Etf Tr
Recent Activity
New Position
0.02%
$38,297
1,475 shares@ $25.97 avg price
ISEPInnovator Etfs Trust
Recent Activity
New Position
0.02%
$34,545
1,192 shares@ $28.99 avg price
NSEPInnovator Etfs Trust
Recent Activity
New Position
0.01%
$20,884
836 shares@ $24.99 avg price