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
376
$14.7K 0.01%
+100
377
$14.7K 0.01%
+270
378
$14.7K 0.01%
+390
379
$14.7K 0.01%
+333
380
$14.7K 0.01%
+625
381
$14.6K 0.01%
+94
382
$14.2K 0.01%
+234
383
$14.2K 0.01%
+370
384
$14K 0.01%
+2,000
385
$13.9K 0.01%
+185
386
$13.9K 0.01%
+25
387
$13.9K 0.01%
+264
388
$13.7K 0.01%
+280
389
$13.7K 0.01%
+540
390
$13.7K 0.01%
+750
391
$13.7K 0.01%
+363
392
$13.4K 0.01%
+199
393
$13.3K 0.01%
+130
394
$13.3K 0.01%
+89
395
$13.2K 0.01%
+59
396
$13.2K 0.01%
+154
397
$13.2K 0.01%
+120
398
$13K 0.01%
+23
399
$12.9K 0.01%
+119
400
$12.8K 0.01%
+136