CJL
Cyrus J. Lawrence Portfolio holdings
AUM
$26.4M
This Quarter Return
+11.06%
1 Year Return
+16.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$462K
AUM Growth
+$462K
(-100%)
Cap. Flow
-$5.37M
Cap. Flow
% of AUM
-1,162.67%
Top 10 Holdings %
Top 10 Hldgs %
53.52%
Holding
157
New
4
Increased
29
Reduced
27
Closed
9
Top Buys
| 1 |
Broadcom
AVGO
|
$8.22K |
| 2 |
Medtronic
MDT
|
$7.15K |
| 3 |
Amazon
AMZN
|
$3.77K |
| 4 |
Stryker
SYK
|
$3.31K |
| 5 |
Oracle
ORCL
|
$929 |
Top Sells
| 1 |
Merck
MRK
|
$3.03M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$564K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$77K |
| 4 |
Northrop Grumman
NOC
|
$18K |
| 5 |
Vanguard Value ETF
VTV
|
$14K |
Sector Composition
| 1 | Healthcare | 35.4% |
| 2 | Technology | 22.91% |
| 3 | Financials | 9.51% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Communication Services | 5.61% |
