CC

Cadinha & Co Portfolio holdings

AUM $736M
1-Year Est. Return 29.29%
This Quarter Est. Return
1 Year Est. Return
+29.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$9.98M
3 +$7.59M
4
TSCO icon
Tractor Supply
TSCO
+$5.01M
5
CPAY icon
Corpay
CPAY
+$4.95M

Top Sells

1 +$12.7M
2 +$11M
3 +$7.37M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$6.42M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.24M

Sector Composition

1 Healthcare 19.8%
2 Industrials 14.77%
3 Energy 13.91%
4 Financials 11.8%
5 Technology 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,311
102
-8,190
103
-243,870
104
-301,409