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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
51
$1.27M 0.17%
6,142
52
$1.21M 0.16%
+9,745
53
$1.06M 0.14%
1,861
54
$1.04M 0.14%
4,283
55
$1M 0.14%
11,969
-1,842
56
$931K 0.13%
14,041
-1,915
57
$807K 0.11%
22,731
58
$769K 0.1%
17,220
59
$751K 0.1%
3,788
+15
60
$682K 0.09%
4,440
61
$640K 0.09%
6,315
-900
62
$594K 0.08%
25,713
+450
63
$589K 0.08%
2,925
-79,802
64
$570K 0.08%
1,896
65
$561K 0.08%
5,933
-125
66
$541K 0.07%
3,211
67
$541K 0.07%
1,917
+17
68
$508K 0.07%
3,732
69
$472K 0.06%
18,521
70
$470K 0.06%
2,904
-45
71
$447K 0.06%
3,186
+7
72
$435K 0.06%
1,318
73
$425K 0.06%
2,306
+300
74
$404K 0.05%
2,772
+41
75
$400K 0.05%
544
+91
1 2
3
4 5