CC

Cadinha & Co Portfolio holdings

AUM $648M
1-Year Est. Return 31.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$13.6M
3 +$13.4M
4
WDS icon
Woodside Energy
WDS
+$12.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.5M

Top Sells

1 +$23.9M
2 +$15.3M
3 +$15.1M
4
PFE icon
Pfizer
PFE
+$14.9M
5
FCX icon
Freeport-McMoran
FCX
+$14.3M

Sector Composition

1 Technology 26.99%
2 Healthcare 12.18%
3 Consumer Staples 9.86%
4 Energy 9.17%
5 Materials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,697
102
-3,518