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
676
$1.5K ﹤0.01%
25
677
$1.49K ﹤0.01%
107
678
$1.49K ﹤0.01%
+6
679
$1.48K ﹤0.01%
164
+1
680
$1.48K ﹤0.01%
12
681
$1.48K ﹤0.01%
16
682
$1.43K ﹤0.01%
22
683
$1.42K ﹤0.01%
9
684
$1.41K ﹤0.01%
1,250
685
$1.41K ﹤0.01%
7
686
$1.4K ﹤0.01%
52
687
$1.4K ﹤0.01%
12
-29
688
$1.37K ﹤0.01%
100
689
$1.33K ﹤0.01%
32
+8
690
$1.32K ﹤0.01%
81
691
$1.32K ﹤0.01%
23
692
$1.32K ﹤0.01%
+75
693
$1.32K ﹤0.01%
148
694
$1.31K ﹤0.01%
+58
695
$1.31K ﹤0.01%
+14
696
$1.28K ﹤0.01%
49
697
$1.26K ﹤0.01%
14
698
$1.26K ﹤0.01%
9
699
$1.25K ﹤0.01%
41
700
$1.24K ﹤0.01%
53
-221
26 27
28
29 30