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
451
$9.7K 0.01%
+432
452
$9.6K 0.01%
+329
453
$9.54K 0.01%
+221
454
$9.51K 0.01%
+100
455
$9.29K 0.01%
+123
456
$9.16K 0.01%
+260
457
$9.15K 0.01%
+26
458
$9.07K 0.01%
+54
459
$8.78K 0.01%
+181
460
$8.72K 0.01%
+170
461
$8.68K 0.01%
+1,000
462
$8.65K 0.01%
+145
463
$8.64K 0.01%
+242
464
$8.61K 0.01%
+120
465
$8.53K 0.01%
+40
466
$8.52K 0.01%
+168
467
$8.46K 0.01%
+165
468
$8.4K 0.01%
+176
469
$8.37K 0.01%
+67
470
$8.33K 0.01%
+35
471
$8.09K 0.01%
+476
472
$8.09K 0.01%
+450
473
$8.09K 0.01%
+178
474
$7.94K 0.01%
+87
475
$7.91K 0.01%
+127