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2Xideas Portfolio holdings

AUM $255M
1-Year Est. Return 0.46%
This Fund
S&P 500
This Quarter Est. Return
-4%
1 Year Est. Return
+0.46%
3 Year Est. Return
+33.96%
5 Year Est. Return
+43.71%
10 Year Est. Return
–
AUM
$948M
AUM Growth
-$146M
Cap. Flow
-$97.7M
Cap. Flow %
-10.3%
Top 10 Hldgs %
39.07%
Holding
76
New
3
Increased
13
Reduced
57
Closed
3

Top Buys

1
ZBRA icon
Zebra Technologies
ZBRA
+$26.7M
2
PTC icon
PTC
PTC
+$20.1M
3
SCI icon
Service Corp International
SCI
+$12.5M
4
KNSL icon
Kinsale Capital Group
KNSL
+$9.21M
5
GSHD icon
Goosehead Insurance
GSHD
+$4.25M

Top Sells

1
VRSN icon
VeriSign
VRSN
+$21.3M
2
RMD icon
ResMed
RMD
+$14.5M
3
IQV icon
IQVIA
IQV
+$12.6M
4
STNE icon
StoneCo
STNE
+$12M
5
WIX icon
WIX.com
WIX
+$8.41M

Sector Composition

1 Technology 26.32%
2 Healthcare 25.74%
3 Financials 19.4%
4 Consumer Discretionary 9.31%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIX icon
76
WIX.com
WIX
$2.23B
– –
-128,331
Closed -$8.41M
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ECM
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PIP
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WFC
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WFP
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LRIC
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