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
326
$22.2K 0.02%
+471
327
$22K 0.02%
+121
328
$21.9K 0.02%
+56
329
$21.4K 0.02%
+934
330
$21.3K 0.02%
+173
331
$21.1K 0.02%
+174
332
$21K 0.02%
+179
333
$20.9K 0.02%
+424
334
$20.5K 0.02%
+51
335
$20.4K 0.02%
+145
336
$20.2K 0.02%
+474
337
$20.1K 0.02%
+211
338
$20K 0.02%
+180
339
$19.7K 0.02%
+126
340
$19.7K 0.02%
+190
341
$19.7K 0.02%
+60
342
$19.7K 0.02%
+476
343
$19.4K 0.02%
+782
344
$19.3K 0.02%
+204
345
$19.2K 0.02%
+3,935
346
$19.1K 0.02%
+365
347
$19.1K 0.02%
+190
348
$18.9K 0.02%
+95
349
$18.8K 0.02%
+40
350
$18.4K 0.02%
+446