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CC

Cadinha & Co Portfolio holdings

AUM $537M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.2M
3
+$15.7M
4
BA icon
Boeing
BA
+$14.6M
5
GS icon
Goldman Sachs
GS
+$14.2M

Top Sells

1
+$16.4M
2
+$13.4M
3
+$2.98M
4
ISRG icon
Intuitive Surgical
ISRG
+$486K
5
WMT icon
Walmart Inc
WMT
+$481K

Sector Composition

1 Industrials 16.07%
2 Technology 16.07%
3 Financials 15.71%
4 Consumer Staples 8.68%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.8M 1.87%
14,447
+11,916
27
$11.7M 1.6%
64,350
-715
28
$7.84M 1.07%
13,064
+179
29
$5.28M 0.72%
20,740
+18
30
$4.34M 0.59%
5,692
-290
31
$3.99M 0.54%
48,321
+15,321
32
$3.43M 0.47%
14,507
-501
33
$3.03M 0.41%
4,551
+8
34
$2.87M 0.39%
18,491
+350
35
$2.65M 0.36%
11,445
36
$2.55M 0.35%
28,576
+211
37
$2.24M 0.3%
5,204
+2,445
38
$2.2M 0.3%
7,229
-1,037
39
$2.03M 0.28%
24,184
40
$1.66M 0.23%
37,695
-310,021
41
$1.65M 0.22%
25,265
-135
42
$1.55M 0.21%
13,070
-275
43
$1.53M 0.21%
13,650
-60
44
$1.52M 0.21%
12,580
45
$1.51M 0.21%
2
46
$1.43M 0.19%
5,070
+25
47
$1.37M 0.19%
10,233
48
$1.35M 0.18%
3,343
-270
49
$1.31M 0.18%
4,002
-20
50
$1.29M 0.17%
2,368
+30
1
2
3 4 5