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
401
$12.8K 0.01%
+275
402
$12.6K 0.01%
+31
403
$12.5K 0.01%
+195
404
$12.5K 0.01%
+123
405
$12.4K 0.01%
+600
406
$12.4K 0.01%
+907
407
$12.2K 0.01%
+149
408
$12.2K 0.01%
+264
409
$12.1K 0.01%
+370
410
$12.1K 0.01%
+60,500
411
$12.1K 0.01%
+110
412
$12K 0.01%
+111
413
$11.9K 0.01%
+34
414
$11.9K 0.01%
+164
415
$11.9K 0.01%
+640
416
$11.8K 0.01%
+142
417
$11.7K 0.01%
+76
418
$11.3K 0.01%
+154
419
$11.2K 0.01%
+148
420
$11.1K 0.01%
+167
421
$11K 0.01%
+333
422
$11K 0.01%
+161
423
$11K 0.01%
+342
424
$11K 0.01%
+318
425
$11K 0.01%
+333
15 16
17
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