ECML

Eagle Capital Management (Louisiana) Portfolio holdings

AUM $265M
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$389K
3
+$301K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$269K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$251K

Top Sells

1
+$12.7K

Sector Composition

1 Technology 16.28%
2 Financials 8.14%
3 Healthcare 6.35%
4 Consumer Discretionary 6.09%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.72%
25,025
+697
27
$2.79M 1.57%
5,926
+164
28
$2.75M 1.55%
237,660
+5,112
29
$2.57M 1.45%
82,209
+2,298
30
$2.57M 1.45%
121,757
+2,375
31
$2.55M 1.44%
120,932
-601
32
$2.16M 1.22%
14,942
+558
33
$2.09M 1.18%
118,344
+15,225
34
$1.9M 1.07%
185,120
+5,504
35
$1.1M 0.62%
25,523
+719
36
$284K 0.16%
5,650
37
$222K 0.13%
1,195
38
$91K 0.05%
1,754
1
2