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
$144M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.59%
2 Financials 6.43%
3 Healthcare 5.17%
4 Industrials 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGK icon
451
Vanguard FTSE Europe ETF
VGK
$30.3B
$13.6K 0.01%
+170
LULU icon
452
lululemon athletica
LULU
$23.7B
$13.5K 0.01%
+76
VHT icon
453
Vanguard Health Care ETF
VHT
$17.4B
$13.5K 0.01%
+52
MCHP icon
454
Microchip Technology
MCHP
$40.4B
$13.4K 0.01%
+209
NVG icon
455
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.74B
$13.4K 0.01%
+1,090
HD icon
456
Home Depot
HD
$378B
$13.1K 0.01%
+32
RDVY icon
457
First Trust Rising Dividend Achievers ETF
RDVY
$20.2B
$12.9K 0.01%
+192
CTRA icon
458
Coterra Energy
CTRA
$19.6B
$12.8K 0.01%
+540
VICI icon
459
VICI Properties
VICI
$31B
$12.8K 0.01%
+391
QQEW icon
460
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$12.7K 0.01%
+90
SLYV icon
461
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.4B
$12.6K 0.01%
+142
JPM icon
462
JPMorgan Chase
JPM
$842B
$12.4K 0.01%
+39
UBER icon
463
Uber
UBER
$176B
$12.3K 0.01%
+126
LDOS icon
464
Leidos
LDOS
$24.9B
$12.3K 0.01%
+65
HPE icon
465
Hewlett Packard
HPE
$28.6B
$12.3K 0.01%
+500
UNIT
466
Uniti Group
UNIT
$1.8B
$12.2K 0.01%
+1,999
SLON
467
ProShares Ultra Solana ETF
SLON
$38.2M
$12.2K 0.01%
+235
VRTX icon
468
Vertex Pharmaceuticals
VRTX
$112B
$12.1K 0.01%
+31
MVLL
469
GraniteShares 2x Long MRVL Daily ETF
MVLL
$40.9M
$11.8K 0.01%
+500
MSCI icon
470
MSCI
MSCI
$45.3B
$11.6K 0.01%
+20
LNTH icon
471
Lantheus
LNTH
$4.26B
$11.5K 0.01%
+225
HON icon
472
Honeywell
HON
$139B
$11.5K 0.01%
+54
CWI icon
473
SPDR MSCI ACWI ex-US ETF
CWI
$2.44B
$11.3K 0.01%
+325
EG icon
474
Everest Group
EG
$13.4B
$11.3K 0.01%
+32
MMLG icon
475
First Trust Multi-Manager Large Growth ETF
MMLG
$89.8M
$11.3K 0.01%
+313