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
501
$6.79K 0.01%
+57
502
$6.78K 0.01%
+339
503
$6.7K 0.01%
+53
504
$6.5K 0.01%
+60
505
$6.5K 0.01%
+97
506
$6.48K 0.01%
+27
507
$6.46K 0.01%
+179
508
$6.45K 0.01%
+147
509
$6.45K 0.01%
+91
510
$6.36K 0.01%
+66
511
$6.33K 0.01%
+248
512
$6.29K 0.01%
+302
513
$6.28K 0.01%
+95
514
$6.17K 0.01%
+44
515
$6.15K 0.01%
+340
516
$6.12K 0.01%
+84
517
$6.12K 0.01%
+208
518
$6.11K 0.01%
+96
519
$6.08K 0.01%
+43
520
$6.01K ﹤0.01%
+113
521
$6K ﹤0.01%
+75
522
$5.97K ﹤0.01%
+100
523
$5.92K ﹤0.01%
+103
524
$5.92K ﹤0.01%
+61
525
$5.64K ﹤0.01%
+41