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
$132M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.37M
3
+$1.74M
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$1.58M
5
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$1.42M

Top Sells

1
+$5.14M
2
+$2.91M
3
+$2.8M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.47M
5
SLV icon
iShares Silver Trust
SLV
+$1.92M

Sector Composition

1 Technology 10.26%
2 Industrials 6.82%
3 Financials 6.68%
4 Consumer Discretionary 5.87%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.09K 0.01%
161
-20
477
$8.06K 0.01%
160
-16
478
$8.05K 0.01%
56
479
$8.04K 0.01%
+503
480
$8.03K 0.01%
1,000
481
$8.01K 0.01%
700
482
$7.9K 0.01%
350
-275
483
$7.85K 0.01%
203
-21
484
$7.79K 0.01%
129
+2
485
$7.78K 0.01%
108
-45
486
$7.77K 0.01%
120
487
$7.77K 0.01%
167
-343
488
$7.73K 0.01%
72
-39
489
$7.7K 0.01%
170
490
$7.64K 0.01%
127
491
$7.64K 0.01%
91
492
$7.62K 0.01%
87
493
$7.57K 0.01%
115
+3
494
$7.54K 0.01%
47
-29
495
$7.48K 0.01%
60
496
$7.47K 0.01%
157
497
$7.29K 0.01%
62
-5
498
$7.27K 0.01%
100
499
$7.24K 0.01%
15
-25
500
$7.04K 0.01%
95
18 19
20
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