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
76
$454K 0.45%
+17,005
77
$451K 0.45%
+2,416
78
$451K 0.45%
+5,711
79
$450K 0.45%
+5,523
80
$446K 0.45%
+16,948
81
$445K 0.44%
+9,902
82
$445K 0.44%
+8,601
83
$442K 0.44%
+2,455
84
$434K 0.43%
+8,110
85
$424K 0.42%
+4,570
86
$421K 0.42%
+7,009
87
$417K 0.42%
+5,975
88
$416K 0.42%
+6,144
89
$416K 0.42%
+12,435
90
$396K 0.4%
+7,917
91
$393K 0.39%
+5,159
92
$388K 0.39%
+12,652
93
$376K 0.38%
+12,848
94
$374K 0.37%
+5,529
95
$311K 0.31%
+3,624
96
$310K 0.31%
+5,897
97
$284K 0.28%
+7,066
98
$233K 0.23%
+11,226
99
$230K 0.23%
+15,384
1 2 3
4