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
401
$17.4K 0.01%
139
+3
402
$17.4K 0.01%
404
403
$17.2K 0.01%
42
-30
404
$17.1K 0.01%
379
-55
405
$17.1K 0.01%
343
+11
406
$17K 0.01%
305
407
$16.6K 0.01%
234
408
$16.4K 0.01%
640
-2,905
409
$16.1K 0.01%
370
410
$16.1K 0.01%
226
+50
411
$15.9K 0.01%
266
+2
412
$15.8K 0.01%
704
413
$15.4K 0.01%
115
414
$15.3K 0.01%
31
415
$15.2K 0.01%
221
-4,998
416
$15.1K 0.01%
287
-286
417
$15K 0.01%
+500
418
$14.9K 0.01%
28
-63
419
$14.8K 0.01%
178
-4,695
420
$14.6K 0.01%
100
+50
421
$14.6K 0.01%
+275
422
$14.4K 0.01%
338
-200
423
$14.3K 0.01%
53
+26
424
$14.3K 0.01%
73
425
$14.3K 0.01%
154
15 16
17
18 19