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
$344M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.67M
3
+$2.8M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
F icon
Ford
F
+$2.02M

Top Sells

1
+$6.13M
2
+$6.11M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.44M
5
NEE icon
NextEra Energy
NEE
+$852K

Sector Composition

1 Technology 28.14%
2 Healthcare 15.53%
3 Financials 12.21%
4 Consumer Discretionary 9.72%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K ﹤0.01%
101
127
$14K ﹤0.01%
109
-40
128
$14K ﹤0.01%
73
129
$14K ﹤0.01%
275
130
$14K ﹤0.01%
200
-967
131
$12K ﹤0.01%
55
132
$12K ﹤0.01%
121
-887
133
$12K ﹤0.01%
1,440
-1,000
134
$11K ﹤0.01%
200
-333
135
$11K ﹤0.01%
187
-593
136
$10K ﹤0.01%
150
137
$3K ﹤0.01%
225
138
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-212,995
139
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140
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-827
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144
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150
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4 5
6
7 8