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
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$4.04M
3 +$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.4M
5
SLV icon
iShares Silver Trust
SLV
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.58%
2 Financials 6.21%
3 Consumer Discretionary 5.75%
4 Industrials 5.06%
5 Healthcare 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$26K 0.02%
+88
302
$25.6K 0.02%
+4,225
303
$25.4K 0.02%
+254
304
$25.3K 0.02%
+136
305
$25.2K 0.02%
+177
306
$25.1K 0.02%
+1,625
307
$24.7K 0.02%
+98
308
$24.7K 0.02%
+1,361
309
$24.6K 0.02%
+418
310
$24.4K 0.02%
+151
311
$24.3K 0.02%
+328
312
$24.2K 0.02%
+330
313
$24.2K 0.02%
+306
314
$23.8K 0.02%
+125
315
$23.7K 0.02%
+181
316
$23.5K 0.02%
+311
317
$23.5K 0.02%
+294
318
$23.3K 0.02%
+86
319
$23.3K 0.02%
+93
320
$23K 0.02%
+51
321
$22.8K 0.02%
+160
322
$22.5K 0.02%
+100
323
$22.5K 0.02%
+113
324
$22.4K 0.02%
+735
325
$22.3K 0.02%
+66