CJ

Caitlin John Portfolio holdings

AUM $110M
1-Year Est. Return 16.64%
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.88M
3 +$1.65M
4
KLAC icon
KLA
KLAC
+$1.45M
5
STC icon
Stewart Information Services
STC
+$1.32M

Top Sells

1 +$2.03M
2 +$1.56M
3 +$1.52M
4
MSA icon
Mine Safety
MSA
+$1.42M
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.34M

Sector Composition

1 Technology 12.2%
2 Financials 6.58%
3 Industrials 6.04%
4 Healthcare 5.07%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$72 ﹤0.01%
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827
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$4 ﹤0.01%
1