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

Top Buys

1 +$2.58M
2 +$2.39M
3 +$1.84M

Top Sells

1 +$10.7M
2 +$9.28M
3 +$4.67M
4
UBER icon
Uber
UBER
+$3.66M
5
BKNG icon
Booking.com
BKNG
+$1.04M

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