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
51
$229K 0.03%
+2,341
52
– –
-114,369
53
– –
-33,060
54
– –
-536,353
55
– –
-140,123
56
– –
-68,061
57
– –
-40,000
58
– –
-5,099
1 2
3