CC

Criteria Caixa Portfolio holdings

AUM $290M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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 +$10.5M
2 +$4.13M
3 +$3.76M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
NFLX icon
Netflix
NFLX
+$2.11M

Top Sells

1 +$494K
2 +$351K

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