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
701
$1.22K ﹤0.01%
+15
702
$1.21K ﹤0.01%
15
703
$1.21K ﹤0.01%
124
704
$1.2K ﹤0.01%
4
705
$1.17K ﹤0.01%
4
706
$1.16K ﹤0.01%
4
707
$1.13K ﹤0.01%
75
708
$1.12K ﹤0.01%
57
709
$1.1K ﹤0.01%
27
710
$1.09K ﹤0.01%
7
711
$1.08K ﹤0.01%
14
-1
712
$1.07K ﹤0.01%
28
713
$1.06K ﹤0.01%
8
-12,698
714
$1.03K ﹤0.01%
22
715
$1.03K ﹤0.01%
48
+1
716
$1.03K ﹤0.01%
19
717
$1.01K ﹤0.01%
9
718
$1K ﹤0.01%
17
719
$984 ﹤0.01%
4
720
$965 ﹤0.01%
11
721
$942 ﹤0.01%
8
722
$940 ﹤0.01%
2
723
$935 ﹤0.01%
53
724
$924 ﹤0.01%
9
725
$920 ﹤0.01%
10
27 28
29
30 31