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
76
$103K 0.02%
645
77
$101K 0.02%
1,042
-250
78
$99K 0.02%
1,200
79
$93K 0.02%
1,008
-1,320
80
$92K 0.02%
1,300
-600
81
$88K 0.02%
1,930
82
$84K 0.02%
287
-430
83
$83K 0.02%
6,751
84
$81K 0.02%
1,491
-346
85
$80K 0.02%
300
86
$79K 0.02%
1,167
-1,450
87
$77K 0.02%
1,381
88
$76K 0.01%
2,499
89
$75K 0.01%
6,230
-114,820
90
$72K 0.01%
640
91
$68K 0.01%
1,384
-250
92
$66K 0.01%
623
93
$63K 0.01%
425
94
$62K 0.01%
176
95
$61K 0.01%
914
-1,371
96
$61K 0.01%
200
97
$60K 0.01%
340
98
$59K 0.01%
967
-700
99
$55K 0.01%
499
-750
100
$53K 0.01%
834
-1,250
2 3
4
5 6