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Criteria Caixa Portfolio holdings

AUM $762M
1-Year Est. Return 8.11%
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.24M
3 +$3.93M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NFLX icon
Netflix
NFLX
+$2.18M

Top Sells

1 +$494K
2 +$321K

Sector Composition

1 Healthcare 25.79%
2 Consumer Staples 17.18%
3 Consumer Discretionary 14.28%
4 Communication Services 13.17%
5 Technology 12.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,514