Fund flows (SEC-reported)

04
Last month (Jun 2026) +$0
Quarter ending Jun 2026 +$1.8M
Trailing 12 months -$1.5M Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 101 holdings · Category: EC

05
NameCUSIPValue%Balance Country
CONSTELLATION SOFTWARE INC - WARRANTS 21037X134 $0 0.00 202 CA

Sector breakdown

06
Technology 28.8%
Healthcare 10.6%
Communication Services 10.1%
Industrials 5.0%
Energy 4.6%
Consumer Discretionary 4.2%
Retail 4.1%
Financial Services 3.7%
Financials 3.5%
Consumer Staples 2.7%
Communications 1.6%
Materials 1.0%
Real Estate 0.8%
Consumer products 0.4%
Telecommunication 0.2%
Other/Unmapped 18.8%

Peer funds

10

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