CJL

Cyrus J. Lawrence Portfolio holdings

AUM $26.4M
1-Year Est. Return 16.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$6.36M
3
+$5.82M
4
TMUS icon
T-Mobile US
TMUS
+$5.63M
5
XOM icon
Exxon Mobil
XOM
+$4.32M

Top Sells

1
+$6.36M
2
+$5.97M
3
+$2.83M
4
PFE icon
Pfizer
PFE
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Sector Composition

1 Technology 36.62%
2 Materials 11.95%
3 Healthcare 11.51%
4 Financials 7.3%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.1%
3,800
-80
52
$419K 0.08%
5,967
-1,000
53
$371K 0.07%
2,180
54
$342K 0.07%
3,346
+1,000
55
$342K 0.07%
2,095
56
$256K 0.05%
2,718
57
$253K 0.05%
6,332
-143,411
58
$243K 0.05%
2,200
-3,300
59
$236K 0.05%
2,450
+1,000
60
$236K 0.05%
807
-105
61
$234K 0.05%
1,299
62
$203K 0.04%
5,250
63
$200K 0.04%
1,900
64
$195K 0.04%
1,545
-500
65
$176K 0.03%
1,484
66
$165K 0.03%
3,550
67
$164K 0.03%
9,650
68
$156K 0.03%
1,725
69
$137K 0.03%
+7,330
70
$132K 0.03%
342
71
$125K 0.02%
300
-5,647
72
$123K 0.02%
1,400
73
$120K 0.02%
3,182
-4,736
74
$116K 0.02%
3,021
75
$110K 0.02%
1,333
-1,250
1 2
3
4 5