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
51
$488K 0.49%
+3,429
52
$487K 0.49%
+8,050
53
$486K 0.49%
+4,926
54
$486K 0.49%
+7,290
55
$486K 0.49%
+1,556
56
$484K 0.48%
+18,620
57
$482K 0.48%
+5,059
58
$482K 0.48%
+2,110
59
$482K 0.48%
+10,421
60
$481K 0.48%
+8,000
61
$480K 0.48%
+4,872
62
$479K 0.48%
+11,286
63
$477K 0.48%
+4,536
64
$476K 0.48%
+18,527
65
$469K 0.47%
+96,432
66
$467K 0.47%
+10,935
67
$465K 0.46%
+4,946
68
$464K 0.46%
+6,381
69
$464K 0.46%
+23,394
70
$463K 0.46%
+6,900
71
$463K 0.46%
+6,420
72
$459K 0.46%
+26,825
73
$459K 0.46%
+4,248
74
$456K 0.46%
+6,218
75
$455K 0.45%
+6,631
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3
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