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
426
$10.9K 0.01%
+334
427
$10.9K 0.01%
+133
428
$10.9K 0.01%
+345
429
$10.9K 0.01%
+325
430
$10.8K 0.01%
+335
431
$10.8K 0.01%
+176
432
$10.8K 0.01%
+340
433
$10.8K 0.01%
+176
434
$10.6K 0.01%
+90
435
$10.5K 0.01%
+248
436
$10.5K 0.01%
+150
437
$10.4K 0.01%
+508
438
$10.4K 0.01%
+506
439
$10.3K 0.01%
+29
440
$10.3K 0.01%
+71
441
$10.2K 0.01%
+245
442
$10.1K 0.01%
+735
443
$10.1K 0.01%
+156
444
$10K 0.01%
+121
445
$9.97K 0.01%
+127
446
$9.95K 0.01%
+235
447
$9.91K 0.01%
+318
448
$9.83K 0.01%
+310
449
$9.78K 0.01%
+153
450
$9.75K 0.01%
+224