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
376
$20.4K 0.01%
1,353
+7
377
$20.3K 0.01%
176
378
$20.2K 0.01%
439
-11,503
379
$20.1K 0.01%
61
380
$19.9K 0.01%
122
381
$19.8K 0.01%
260
-205
382
$19.7K 0.01%
586
+1
383
$19.5K 0.01%
129
-3,415
384
$19.2K 0.01%
251
-12,226
385
$19K 0.01%
+700
386
$19K 0.01%
170
+150
387
$19K 0.01%
3,655
+1,655
388
$19K 0.01%
190
-5,502
389
$18.8K 0.01%
2,016
390
$18.8K 0.01%
183
-688
391
$18.7K 0.01%
476
392
$18.6K 0.01%
3,319
393
$18.5K 0.01%
73
-1,879
394
$18.4K 0.01%
+77
395
$18.3K 0.01%
327
-25
396
$18.2K 0.01%
358
397
$18.1K 0.01%
+54
398
$17.9K 0.01%
171
399
$17.9K 0.01%
10,500
-2,700
400
$17.6K 0.01%
189
14 15
16
17 18