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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
$929M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$2.47M
3 +$1.84M

Top Sells

1 +$9.96M
2 +$8.87M
3 +$4.38M
4
UBER icon
Uber
UBER
+$3.41M
5
BKNG icon
Booking.com
BKNG
+$1.02M

Sector Composition

1 Healthcare 24.44%
2 Technology 18.46%
3 Consumer Discretionary 14.75%
4 Consumer Staples 13.48%
5 Communication Services 12.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-68,882