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
$494M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$7.63M
3
+$6.75M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.54M
5
FISV
Fiserv Inc
FISV
+$4.7M

Top Sells

1
+$7.48M
2
+$6.92M
3
+$6.42M
4
CVS icon
CVS Health
CVS
+$6.06M
5
SBUX icon
Starbucks
SBUX
+$2.69M

Sector Composition

1 Technology 39.93%
2 Healthcare 14.36%
3 Financials 12.45%
4 Communication Services 11%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K ﹤0.01%
+101
127
$22K ﹤0.01%
350
128
$22K ﹤0.01%
60
129
$18K ﹤0.01%
+100
130
$18K ﹤0.01%
+350
131
$18K ﹤0.01%
+2,800
132
$18K ﹤0.01%
108
133
$17K ﹤0.01%
1,421
+181
134
$17K ﹤0.01%
220
-13,457
135
$17K ﹤0.01%
+100
136
$16K ﹤0.01%
+100
137
$15K ﹤0.01%
150
-350
138
$15K ﹤0.01%
200
139
$15K ﹤0.01%
72
140
$15K ﹤0.01%
+250
141
$15K ﹤0.01%
+100
142
$15K ﹤0.01%
150
143
$15K ﹤0.01%
73
144
$14K ﹤0.01%
+303
145
$14K ﹤0.01%
+1,000
146
$14K ﹤0.01%
+104
147
$13K ﹤0.01%
55
148
$13K ﹤0.01%
275
149
$12K ﹤0.01%
121
150
$12K ﹤0.01%
+150
3 4 5
6
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