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
501
$7.96K 0.01%
300
502
$7.86K ﹤0.01%
900
-1,000
503
$7.79K ﹤0.01%
76
+1
504
$7.79K ﹤0.01%
95
-50
505
$7.78K ﹤0.01%
77
506
$7.71K ﹤0.01%
98
+64
507
$7.58K ﹤0.01%
394
-69
508
$7.56K ﹤0.01%
495
+5
509
$7.4K ﹤0.01%
118
+101
510
$7.38K ﹤0.01%
+24
511
$7.31K ﹤0.01%
46
512
$7.3K ﹤0.01%
25
-101
513
$7.25K ﹤0.01%
120
514
$7.22K ﹤0.01%
267
515
$7.19K ﹤0.01%
155
516
$7.16K ﹤0.01%
1,150
+100
517
$7.1K ﹤0.01%
179
518
$7.03K ﹤0.01%
+325
519
$6.99K ﹤0.01%
63
+1
520
$6.99K ﹤0.01%
221
521
$6.93K ﹤0.01%
75
522
$6.9K ﹤0.01%
93
+85
523
$6.77K ﹤0.01%
30
-54
524
$6.76K ﹤0.01%
302
525
$6.72K ﹤0.01%
117
19 20
21
22 23