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
$240M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$218K
3
+$29.8K
4
ACN icon
Accenture
ACN
+$26.2K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$24.9K

Top Sells

1
+$2.04M
2
+$64.5K
3
+$38.7K
4
AAPL icon
Apple
AAPL
+$17.7K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.8K

Sector Composition

1 Technology 23.06%
2 Financials 8.88%
3 Consumer Discretionary 6.38%
4 Healthcare 4.85%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.83%
25,772
+141
27
$1.23M 0.51%
2,915
28
$1.15M 0.48%
13,046
+208
29
$977K 0.41%
21,566
+240
30
$888K 0.37%
5,246
-49
31
$873K 0.36%
27,076
+444
32
$744K 0.31%
24,110
33
$455K 0.19%
1,872
34
$386K 0.16%
3,812
35
$288K 0.12%
2,460
36
$286K 0.12%
3,540
37
$251K 0.1%
2,600
38
$250K 0.1%
639
39
$240K 0.1%
4,517
1
2