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
276
$36.7K 0.02%
3,600
-1,015
277
$36.5K 0.02%
3,024
+1,512
278
$36.4K 0.02%
151
-8
279
$36.2K 0.02%
375
+278
280
$35.7K 0.02%
293
281
$35.4K 0.02%
405
+255
282
$35.3K 0.02%
392
-65
283
$34.9K 0.02%
94
-1,378
284
$34.4K 0.02%
757
-3,933
285
$34.4K 0.02%
503
+373
286
$34.4K 0.02%
+348
287
$34.2K 0.02%
161
-2,315
288
$34.2K 0.02%
67
+62
289
$33.9K 0.02%
183
+1
290
$33.7K 0.02%
110
-123
291
$33.6K 0.02%
3,965
292
$33.4K 0.02%
+330
293
$33.2K 0.02%
854
+4
294
$33.2K 0.02%
91
+5
295
$32.5K 0.02%
684
296
$32.5K 0.02%
247
297
$32.5K 0.02%
2,229
-104,467
298
$32.3K 0.02%
1,683
+30
299
$32.2K 0.02%
98
+96
300
$32.1K 0.02%
440
-20,783
10 11
12
13 14