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
476
$10.5K 0.01%
321
+2
477
$10.3K 0.01%
112
478
$10.3K 0.01%
121
479
$10.3K 0.01%
58
480
$10.2K 0.01%
329
+2
481
$10K 0.01%
432
482
$9.97K 0.01%
+1,000
483
$9.7K 0.01%
226
+1
484
$9.69K 0.01%
75
-1
485
$9.56K 0.01%
313
486
$9.49K 0.01%
370
487
$9.38K 0.01%
98
-1,291
488
$9.04K 0.01%
26
-226
489
$8.99K 0.01%
70
490
$8.83K 0.01%
147
-99
491
$8.81K 0.01%
+453
492
$8.78K 0.01%
109
493
$8.65K 0.01%
58,500
494
$8.42K 0.01%
294
495
$8.26K 0.01%
203
496
$8.2K 0.01%
430
-1
497
$8.06K 0.01%
+377
498
$8.03K 0.01%
157
499
$7.99K 0.01%
754
500
$7.96K 0.01%
90
+79
18 19
20
21 22