EC

Eachwin Capital Portfolio holdings

AUM $108M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.94M
3
+$3.57M
4
CMCSA icon
Comcast
CMCSA
+$3.19M
5
DHR icon
Danaher
DHR
+$3.15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.67%
2 Financials 14.98%
3 Technology 11.62%
4 Communication Services 11.35%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.58%
+39,710
27
$570K 0.57%
+6,683
28
$564K 0.56%
+4,264
29
$562K 0.56%
+9,231
30
$551K 0.55%
+5,266
31
$547K 0.55%
+6,982
32
$545K 0.54%
+8,714
33
$541K 0.54%
+10,666
34
$535K 0.53%
+5,942
35
$533K 0.53%
+4,180
36
$533K 0.53%
+4,558
37
$528K 0.53%
+2,207
38
$522K 0.52%
+3,678
39
$521K 0.52%
+24,863
40
$518K 0.52%
+20,880
41
$517K 0.52%
+5,034
42
$517K 0.52%
+2,646
43
$515K 0.51%
+1,520
44
$513K 0.51%
+4,102
45
$512K 0.51%
+21,167
46
$500K 0.5%
+17,028
47
$498K 0.5%
+5,113
48
$496K 0.5%
+4,336
49
$493K 0.49%
+5,600
50
$488K 0.49%
+7,867
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