LFDLE

La Financiere de L'Echiquier Portfolio holdings

AUM $2.29B
1-Year Est. Return 37.29%
This Quarter Est. Return
1 Year Est. Return
+37.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$22.6M
3
+$21.2M
4
CRM icon
Salesforce
CRM
+$11.6M
5
NVDA icon
NVIDIA
NVDA
+$10.3M

Top Sells

1
+$18.2M
2
+$15.5M
3
+$14.6M
4
SYK icon
Stryker
SYK
+$13.4M
5
KRNT icon
Kornit Digital
KRNT
+$12.8M

Sector Composition

1 Technology 31.92%
2 Financials 18.65%
3 Consumer Discretionary 16.87%
4 Communication Services 12.39%
5 Healthcare 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.36%
22,000
27
$2.44M 0.36%
150,544
+31,440
28
$1.84M 0.27%
+22,000
29
$1.63M 0.24%
+23,900
30
$1.28M 0.19%
43,275
+19,198
31
$1.28M 0.19%
10,176
-7,231
32
$1.21M 0.18%
3,300
+863
33
$1.03M 0.15%
22,440
+11,617
34
$1.02M 0.15%
4,959
+764
35
$1.01M 0.15%
29,616
+8,826
36
$1M 0.15%
13,854
-15,457
37
$889K 0.13%
43,106
+19,432
38
$743K 0.11%
+19,790
39
$695K 0.1%
7,738
40
$619K 0.09%
+16,500
41
$550K 0.08%
1,978
+200
42
$480K 0.07%
10,020
-2,787
43
$461K 0.07%
3,156
+1,030
44
$457K 0.07%
2,230
-621
45
$426K 0.06%
2,325
-350
46
$379K 0.06%
4,520
47
$339K 0.05%
7,060
+863
48
$331K 0.05%
3,534
49
$258K 0.04%
5,216
-4,400
50
$239K 0.03%
+11,500
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