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
651
$1.95K ﹤0.01%
35
652
$1.92K ﹤0.01%
156
653
$1.88K ﹤0.01%
18
-119
654
$1.88K ﹤0.01%
78
655
$1.85K ﹤0.01%
20
-36
656
$1.82K ﹤0.01%
14
-285
657
$1.81K ﹤0.01%
102
658
$1.79K ﹤0.01%
19
659
$1.79K ﹤0.01%
15
+4
660
$1.73K ﹤0.01%
617
661
$1.73K ﹤0.01%
27
-133
662
$1.69K ﹤0.01%
21
663
$1.67K ﹤0.01%
27
+7
664
$1.64K ﹤0.01%
38
665
$1.62K ﹤0.01%
20
666
$1.61K ﹤0.01%
16
667
$1.59K ﹤0.01%
56
668
$1.58K ﹤0.01%
96
669
$1.58K ﹤0.01%
37
670
$1.56K ﹤0.01%
42
+1
671
$1.55K ﹤0.01%
19
672
$1.54K ﹤0.01%
30
673
$1.53K ﹤0.01%
28
+1
674
$1.52K ﹤0.01%
14
675
$1.51K ﹤0.01%
555
25 26
27
28 29