We are live on ! Find out more
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
76
$397K 0.05%
1,522
+1
77
$345K 0.05%
2,798
78
$338K 0.05%
4,600
-808
79
$322K 0.04%
4,813
+13
80
$322K 0.04%
871
81
$316K 0.04%
1,850
82
$316K 0.04%
3,807
-399
83
$313K 0.04%
2,430
-10
84
$308K 0.04%
2,351
+1
85
$299K 0.04%
3,662
86
$296K 0.04%
3,700
87
$296K 0.04%
485
88
$286K 0.04%
8,519
-10,400
89
$264K 0.04%
2,633
+2
90
$261K 0.04%
8,016
91
$259K 0.04%
730
-200
92
$259K 0.04%
490
93
$246K 0.03%
2,450
94
$243K 0.03%
202,384
95
$240K 0.03%
403
-60
96
$224K 0.03%
817
97
$222K 0.03%
3,389
98
$222K 0.03%
+910
99
$218K 0.03%
+2,000
100
$216K 0.03%
1,090
-30
1 2 3
4
5