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
$132M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Sells

1 +$5.14M
2 +$2.91M
3 +$2.8M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.47M
5
SLV icon
iShares Silver Trust
SLV
+$1.92M

Sector Composition

1 Technology 10.26%
2 Industrials 6.82%
3 Financials 6.68%
4 Consumer Discretionary 5.87%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$110K 0.08%
540
-19
152
$110K 0.08%
181
153
$107K 0.08%
783
-68
154
$106K 0.08%
+411
155
$103K 0.08%
1,782
+542
156
$102K 0.08%
420
157
$101K 0.08%
822
-52
158
$98.6K 0.07%
643
+194
159
$97.9K 0.07%
3,872
160
$96.2K 0.07%
+241
161
$95.7K 0.07%
1,443
+1,346
162
$95.7K 0.07%
286
+276
163
$95.5K 0.07%
670
+218
164
$94.4K 0.07%
+1,750
165
$94.2K 0.07%
1,560
+1,485
166
$94K 0.07%
273
-18
167
$92.1K 0.07%
2,085
-20
168
$91.9K 0.07%
+465
169
$91K 0.07%
3,769
+53
170
$90.3K 0.07%
1,085
+446
171
$89.8K 0.07%
+1,198
172
$89.7K 0.07%
+654
173
$88.6K 0.07%
1,468
174
$87.3K 0.07%
665
-14
175
$84.6K 0.06%
+688