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
$156M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.67M
3
+$2.28M
4
TER icon
Teradyne
TER
+$2.18M
5
UHS icon
Universal Health Services
UHS
+$2.14M

Top Sells

1
+$5.94M
2
+$5.32M
3
+$1.95M
4
ABT icon
Abbott
ABT
+$1.76M
5
EME icon
Emcor
EME
+$1.68M

Sector Composition

1 Technology 14.03%
2 Financials 7.34%
3 Healthcare 5.97%
4 Industrials 5.61%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66.8K 0.04%
798
202
$65.5K 0.04%
81
+41
203
$65.2K 0.04%
1,100
-100
204
$64.8K 0.04%
8,217
+5,478
205
$64.6K 0.04%
1,252
-21
206
$62.7K 0.04%
+800
207
$61.5K 0.04%
414
208
$60.5K 0.04%
5,027
+64
209
$59.9K 0.04%
620
+260
210
$59.1K 0.04%
1,029
+292
211
$58.4K 0.04%
1,173
-56
212
$57.2K 0.04%
310
213
$56.6K 0.04%
3,612
+1,806
214
$56K 0.04%
394
-317
215
$55.8K 0.03%
570
216
$55.8K 0.03%
5,026
+37
217
$55.5K 0.03%
2,294
+1,035
218
$53.9K 0.03%
554
-52
219
$52.8K 0.03%
540
220
$52.7K 0.03%
616
+379
221
$52.6K 0.03%
3,900
-200
222
$52.6K 0.03%
98
223
$52.3K 0.03%
411
224
$52.2K 0.03%
7,520
+5,640
225
$52.1K 0.03%
180
7 8
9
10 11