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
126
$26K 0.01%
350
127
$26K 0.01%
655
-983
128
$25K ﹤0.01%
601
129
$24K ﹤0.01%
120
130
$24K ﹤0.01%
111
-12
131
$24K ﹤0.01%
1,899
-400
132
$24K ﹤0.01%
967
-1,450
133
$23K ﹤0.01%
315
134
$23K ﹤0.01%
1,000
-1,230
135
$23K ﹤0.01%
117
-15
136
$23K ﹤0.01%
333
-500
137
$22K ﹤0.01%
117
138
$22K ﹤0.01%
167
-250
139
$22K ﹤0.01%
1,639
140
$21K ﹤0.01%
43
-15
141
$21K ﹤0.01%
342
142
$21K ﹤0.01%
517
-775
143
$20K ﹤0.01%
1,000
144
$20K ﹤0.01%
827
-100
145
$20K ﹤0.01%
150
146
$20K ﹤0.01%
472
147
$20K ﹤0.01%
125
-15
148
$19K ﹤0.01%
241
-363
149
$19K ﹤0.01%
218
150
$18K ﹤0.01%
166
4 5
6
7 8