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
451
$12.3K 0.01%
354
+13
452
$12.3K 0.01%
20
453
$12.2K 0.01%
51
454
$12K 0.01%
192
-347
455
$11.9K 0.01%
100
-226
456
$11.9K 0.01%
600
+100
457
$11.9K 0.01%
32
458
$11.8K 0.01%
365
+3
459
$11.8K 0.01%
248
460
$11.7K 0.01%
90
461
$11.6K 0.01%
129
+1
462
$11.6K 0.01%
345
+23
463
$11.2K 0.01%
53
-449
464
$11.1K 0.01%
27
-109
465
$11.1K 0.01%
+60
466
$11K 0.01%
186
+1
467
$10.9K 0.01%
+281
468
$10.9K 0.01%
195
-5,145
469
$10.9K 0.01%
1,346
+1,300
470
$10.7K 0.01%
25
471
$10.7K 0.01%
1,120
472
$10.5K 0.01%
161
-41
473
$10.5K 0.01%
218
+1
474
$10.5K 0.01%
54
475
$10.5K 0.01%
164
17 18
19
20 21