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ECML

Eagle Capital Management (Louisiana) Portfolio holdings

AUM $254M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Sells

1 +$17.8M
2 +$16.8M
3 +$12.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.5M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$8.91M

Sector Composition

1 Technology 22.2%
2 Consumer Discretionary 11.11%
3 Utilities 8.26%
4 Financials 5.29%
5 Healthcare 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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42
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