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
151
$16K ﹤0.01%
600
152
$16K ﹤0.01%
108
153
$15K ﹤0.01%
419
-630
154
$15K ﹤0.01%
231
155
$15K ﹤0.01%
149
-60
156
$15K ﹤0.01%
613
157
$15K ﹤0.01%
830
158
$14K ﹤0.01%
380
159
$14K ﹤0.01%
333
-500
160
$14K ﹤0.01%
264
161
$14K ﹤0.01%
167
-250
162
$13K ﹤0.01%
300
163
$13K ﹤0.01%
72
164
$13K ﹤0.01%
129
165
$13K ﹤0.01%
333
-500
166
$12K ﹤0.01%
5,246
167
$12K ﹤0.01%
275
168
$12K ﹤0.01%
50
-75
169
$12K ﹤0.01%
72
170
$12K ﹤0.01%
60
171
$12K ﹤0.01%
200
172
$12K ﹤0.01%
451
-678
173
$11K ﹤0.01%
75
174
$11K ﹤0.01%
68
175
– –
-700
5 6
7
8 9