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
326
$28.4K 0.02%
177
+77
327
$28.4K 0.02%
182
328
$28.3K 0.02%
217
-34
329
$28.3K 0.02%
47
-708
330
$27.8K 0.02%
1,315
331
$27.7K 0.02%
330
332
$27.7K 0.02%
+620
333
$27.6K 0.02%
50
334
$27.5K 0.02%
+1,025
335
$27.2K 0.02%
2,925
-900
336
$27.1K 0.02%
98
+55
337
$27K 0.02%
137
+56
338
$27K 0.02%
56
339
$26.4K 0.02%
110
340
$26.4K 0.02%
128
341
$25.6K 0.02%
1,380
-628
342
$25.2K 0.02%
93
343
$25.1K 0.02%
+315
344
$25K 0.02%
100
-193
345
$24.9K 0.02%
1,750
-900
346
$24.8K 0.02%
376
-5,534
347
$24.8K 0.02%
135
-7,269
348
$24.4K 0.02%
158
-61
349
$24.2K 0.02%
193
-10,756
350
$24K 0.02%
+2,280
12 13
14
15 16