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
601
$2.96K ﹤0.01%
15
602
$2.92K ﹤0.01%
10
-3
603
$2.91K ﹤0.01%
95
+34
604
$2.9K ﹤0.01%
50
605
$2.88K ﹤0.01%
280
606
$2.83K ﹤0.01%
218
607
$2.79K ﹤0.01%
33
+2
608
$2.78K ﹤0.01%
7
-3,542
609
$2.71K ﹤0.01%
+3,000
610
$2.7K ﹤0.01%
3
611
$2.7K ﹤0.01%
14
-1
612
$2.69K ﹤0.01%
27
613
$2.61K ﹤0.01%
36
614
$2.6K ﹤0.01%
65
+1
615
$2.59K ﹤0.01%
72
616
$2.57K ﹤0.01%
49
617
$2.56K ﹤0.01%
23
618
$2.54K ﹤0.01%
57
-1
619
$2.54K ﹤0.01%
21
620
$2.53K ﹤0.01%
23
621
$2.51K ﹤0.01%
53
622
$2.51K ﹤0.01%
126
623
$2.46K ﹤0.01%
115
+28
624
$2.46K ﹤0.01%
18
625
$2.37K ﹤0.01%
+100
23 24
25
26 27