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
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$4.04M
3 +$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.4M
5
SLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$87.5K 0.07%
+3,039
152
$86.3K 0.07%
+420
153
$86K 0.07%
+3,716
154
$85.2K 0.07%
+1,468
155
$83.7K 0.07%
+238
156
$81.7K 0.07%
+1,056
157
$79.9K 0.07%
+679
158
$79.8K 0.07%
+3,759
159
$79.3K 0.06%
+133
160
$79.2K 0.06%
+874
161
$75.4K 0.06%
+486
162
$74.6K 0.06%
+387
163
$72.7K 0.06%
+1,391
164
$72K 0.06%
+115
165
$69.4K 0.06%
+902
166
$69.2K 0.06%
+234
167
$69.2K 0.06%
+271
168
$68.5K 0.06%
+468
169
$68.2K 0.06%
+1,080
170
$68K 0.06%
+391
171
$67.5K 0.06%
+1,356
172
$66.9K 0.05%
+3,819
173
$66.2K 0.05%
+725
174
$66K 0.05%
+140
175
$65.1K 0.05%
+1,958