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
426
$13.9K 0.01%
208
-6,204
427
$13.5K 0.01%
397
-209
428
$13.2K 0.01%
+754
429
$13.2K 0.01%
354
+9
430
$13.2K 0.01%
+253
431
$13.1K 0.01%
29
-45
432
$13.1K 0.01%
373
+13
433
$13.1K 0.01%
52
434
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+5,900
435
$13.1K 0.01%
226
+1
436
$13.1K 0.01%
600
437
$13.1K 0.01%
171
-4,333
438
$13.1K 0.01%
142
439
$13K 0.01%
352
-3
440
$13K 0.01%
123
441
$13K 0.01%
367
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442
$12.9K 0.01%
337
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367
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$12.8K 0.01%
344
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346
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27
-13
448
$12.6K 0.01%
340
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449
$12.4K 0.01%
397
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450
$12.4K 0.01%
266
-2
16 17
18
19 20