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
476
$7.87K 0.01%
+35
477
$7.84K 0.01%
+192
478
$7.83K 0.01%
+52
479
$7.71K 0.01%
+100
480
$7.63K 0.01%
+13
481
$7.62K 0.01%
+224
482
$7.61K 0.01%
+1,162
483
$7.52K 0.01%
+79
484
$7.52K 0.01%
+210
485
$7.51K 0.01%
+313
486
$7.48K 0.01%
+700
487
$7.43K 0.01%
+85
488
$7.34K 0.01%
+41
489
$7.28K 0.01%
+294
490
$7.27K 0.01%
+87
491
$7.23K 0.01%
+49
492
$7.19K 0.01%
+93
493
$7.19K 0.01%
+157
494
$7.09K 0.01%
+33
495
$7.08K 0.01%
+732
496
$7.03K 0.01%
+112
497
$6.99K 0.01%
+417
498
$6.92K 0.01%
+186
499
$6.9K 0.01%
+83
500
$6.89K 0.01%
+127
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