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
$144M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.59%
2 Financials 6.43%
3 Healthcare 5.17%
4 Industrials 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDLZ icon
376
Mondelez International
MDLZ
$72B
$23.4K 0.02%
+374
CARR icon
377
Carrier Global
CARR
$45.9B
$22.9K 0.02%
+383
TFI icon
378
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$22.8K 0.02%
+500
AAPU icon
379
Direxion Daily AAPL Bull 2X Shares
AAPU
$190M
$22.6K 0.02%
+700
VBK icon
380
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$22.6K 0.02%
+76
IYF icon
381
iShares US Financials ETF
IYF
$4.19B
$22.3K 0.02%
+176
IWB icon
382
iShares Russell 1000 ETF
IWB
$45.4B
$22.3K 0.02%
+61
UVIX icon
383
2x Long VIX Futures ETF
UVIX
$304M
$22.1K 0.02%
+2,225
SSD icon
384
Simpson Manufacturing
SSD
$6.99B
$21.9K 0.02%
+131
NOC icon
385
Northrop Grumman
NOC
$79B
$21.5K 0.01%
+35
AGI icon
386
Alamos Gold
AGI
$15.2B
$21.4K 0.01%
+615
IEI icon
387
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$21.4K 0.01%
+179
ANET icon
388
Arista Networks
ANET
$162B
$21.3K 0.01%
+146
STLD icon
389
Steel Dynamics
STLD
$24.5B
$21K 0.01%
+151
DIS icon
390
Walt Disney
DIS
$188B
$21K 0.01%
+183
ODV
391
Osisko Development Corp
ODV
$910M
$20.7K 0.01%
+6,100
CMG icon
392
Chipotle Mexican Grill
CMG
$44.9B
$20.6K 0.01%
+525
BITQ icon
393
Bitwise Crypto Industry Innovators ETF
BITQ
$419M
$20.6K 0.01%
+820
POWR
394
iShares U.S. Power Infrastructure ETF
POWR
$78.5M
$20.5K 0.01%
+819
KMB icon
395
Kimberly-Clark
KMB
$34.8B
$20.5K 0.01%
+165
SCHO icon
396
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$20.3K 0.01%
+832
CINF icon
397
Cincinnati Financial
CINF
$25.4B
$20.2K 0.01%
+128
NEM icon
398
Newmont
NEM
$98.7B
$20.2K 0.01%
+240
PPTA
399
Perpetua Resources
PPTA
$3.14B
$20.2K 0.01%
+1,000
GTM
400
ZoomInfo Technologies
GTM
$3.1B
$20.1K 0.01%
+1,840