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
$582M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$4.99M
3 +$589K
4
DHR icon
Danaher
DHR
+$510K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$262K

Top Sells

1 +$38.4M
2 +$16.9M
3 +$14.5M
4
AAPL icon
Apple
AAPL
+$14.4M
5
AEM icon
Agnico Eagle Mines
AEM
+$11.4M

Sector Composition

1 Technology 20.07%
2 Healthcare 15.72%
3 Industrials 10.79%
4 Financials 9.71%
5 Materials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,863