LFDLE

La Financiere de L'Echiquier Portfolio holdings

AUM $2.29B
1-Year Est. Return 37.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$37.7M
3
+$37.2M
4
TEL icon
TE Connectivity
TEL
+$29.9M
5
PLTR icon
Palantir
PLTR
+$27.7M

Top Sells

1
+$35M
2
+$26.9M
3
+$24.4M
4
APPN icon
Appian
APPN
+$14.6M
5
SYK icon
Stryker
SYK
+$13.7M

Sector Composition

1 Technology 50.38%
2 Healthcare 14.62%
3 Consumer Discretionary 12.73%
4 Financials 10.41%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.02%
1,421
-90
77
$376K 0.02%
2,827
+730
78
– –
-225,252
79
– –
-26,890
80
– –
-182,464
81
– –
-4,247
82
– –
-8,918
83
– –
-5,690
84
– –
-55,240
85
– –
-22,500
86
– –
-77,400
87
– –
-72,300
1 2 3
4