CJ
Caitlin John Portfolio holdings
AUM
$110M
1-Year Return
16.64%
This Quarter Return
+10.76%
1 Year Return
+16.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.39%
Holding
895
New
890
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$15.2M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$4.04M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.92M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$3.4M |
| 5 |
iShares Silver Trust
SLV
|
$3.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.58% |
| 2 | Financials | 6.21% |
| 3 | Consumer Discretionary | 5.75% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.76% |
