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
$1.58B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$51.5M
2 +$32.8M
3 +$15M
4
EL icon
Estee Lauder
EL
+$12.2M
5
TRMB icon
Trimble
TRMB
+$9.99M

Top Sells

1 +$47.5M
2 +$40.9M
3 +$26.1M
4
HLT icon
Hilton Worldwide
HLT
+$20.1M
5
AYX
Alteryx Inc
AYX
+$19.2M

Sector Composition

1 Technology 41.84%
2 Financials 19.58%
3 Consumer Discretionary 12.17%
4 Healthcare 10.69%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-90,000