CJ

Caitlin John Portfolio holdings

AUM $144M
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.67M
3
+$2.28M
4
TER icon
Teradyne
TER
+$2.18M
5
UHS icon
Universal Health Services
UHS
+$2.14M

Top Sells

1
+$5.94M
2
+$5.32M
3
+$1.95M
4
ABT icon
Abbott
ABT
+$1.76M
5
EME icon
Emcor
EME
+$1.68M

Sector Composition

1 Technology 14.03%
2 Financials 7.34%
3 Healthcare 5.97%
4 Industrials 5.61%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.8K 0.03%
2,360
227
$51.7K 0.03%
+1,173
228
$51.7K 0.03%
832
229
$51.6K 0.03%
1,493
230
$50.8K 0.03%
305
+55
231
$50.7K 0.03%
260
232
$50.5K 0.03%
294
-112
233
$50.2K 0.03%
278
+113
234
$49.5K 0.03%
1,583
235
$49K 0.03%
1,438
+1,338
236
$48.6K 0.03%
1,564
237
$48.5K 0.03%
1,944
+1,257
238
$48.1K 0.03%
228
-32
239
$48.1K 0.03%
1,759
-19,167
240
$47.8K 0.03%
219
-101
241
$47.3K 0.03%
504
+442
242
$46.9K 0.03%
438
+60
243
$46.7K 0.03%
209
+162
244
$46.7K 0.03%
403
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245
$45.6K 0.03%
443
-10,193
246
$45.5K 0.03%
299
-424
247
$45.5K 0.03%
1,622
+5
248
$44.9K 0.03%
588
-39
249
$44.6K 0.03%
438
250
$43.4K 0.03%
176
+96
8 9
10
11 12