CJ

Caitlin John Portfolio holdings

AUM $153M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.61M
3
+$1.45M
4
ABT icon
Abbott
ABT
+$1.43M
5
CME icon
CME Group
CME
+$1.4M

Top Sells

1
+$6.64M
2
+$3.98M
3
+$3.42M
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$2.79M
5
VZ icon
Verizon
VZ
+$1.47M

Sector Composition

1 Technology 13.95%
2 Financials 7.19%
3 Healthcare 5.39%
4 Communication Services 4.89%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
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