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
626
$2.32K ﹤0.01%
62
627
$2.31K ﹤0.01%
100
-450
628
$2.3K ﹤0.01%
35
629
$2.29K ﹤0.01%
75
630
$2.25K ﹤0.01%
170
631
$2.23K ﹤0.01%
28
632
$2.21K ﹤0.01%
34
633
$2.2K ﹤0.01%
21
634
$2.19K ﹤0.01%
112
635
$2.19K ﹤0.01%
34
636
$2.18K ﹤0.01%
13
637
$2.17K ﹤0.01%
17
638
$2.17K ﹤0.01%
+27
639
$2.15K ﹤0.01%
100
-100
640
$2.13K ﹤0.01%
+35
641
$2.12K ﹤0.01%
11
642
$2.1K ﹤0.01%
68
+1
643
$2.06K ﹤0.01%
+40
644
$2.03K ﹤0.01%
101
645
$2.01K ﹤0.01%
4
-3,351
646
$2K ﹤0.01%
41
647
$1.98K ﹤0.01%
7
648
$1.96K ﹤0.01%
15
+10
649
$1.96K ﹤0.01%
20
-26
650
$1.96K ﹤0.01%
6
24 25
26
27 28