CJ

Caitlin John Portfolio holdings

AUM $144M
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
176
$64.8K 0.05%
+323
177
$64.3K 0.05%
+91
178
$62.8K 0.05%
+551
179
$62.8K 0.05%
+376
180
$62.4K 0.05%
+349
181
$62.3K 0.05%
+1,310
182
$61.6K 0.05%
+1,240
183
$60.6K 0.05%
+162
184
$60.5K 0.05%
+840
185
$58.2K 0.05%
+505
186
$58.1K 0.05%
+449
187
$57.7K 0.05%
+365
188
$57.5K 0.05%
+3,789
189
$57.5K 0.05%
+2,940
190
$57.2K 0.05%
+252
191
$57K 0.05%
+761
192
$56.4K 0.05%
+798
193
$56.1K 0.05%
+1,872
194
$55.7K 0.05%
+715
195
$55.7K 0.05%
+384
196
$55.5K 0.05%
+559
197
$55.1K 0.05%
+801
198
$55.1K 0.04%
+1,857
199
$55K 0.04%
+226
200
$54.9K 0.04%
+1,098