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
351
$18.3K 0.02%
+120
352
$17.5K 0.01%
+148
353
$17.4K 0.01%
+321
354
$17.2K 0.01%
+100
355
$16.8K 0.01%
+485
356
$16.8K 0.01%
+197
357
$16.7K 0.01%
+850
358
$16.5K 0.01%
+244
359
$16.5K 0.01%
+36
360
$16.4K 0.01%
+86
361
$16.3K 0.01%
+35
362
$16K 0.01%
+297
363
$16K 0.01%
+282
364
$16K 0.01%
+510
365
$16K 0.01%
+61
366
$15.7K 0.01%
+404
367
$15.5K 0.01%
+104
368
$15.4K 0.01%
+1,271
369
$15.4K 0.01%
+285
370
$15.4K 0.01%
+9,500
371
$15.4K 0.01%
+139
372
$15.2K 0.01%
+171
373
$15.1K 0.01%
+268
374
$15K 0.01%
+179
375
$14.7K 0.01%
+189