ECML
Eagle Capital Management (Louisiana) Portfolio holdings
AUM
$227M
This Quarter Return
+4.04%
1 Year Return
+17.5%
3 Year Return
+72.54%
5 Year Return
+101.13%
10 Year Return
+331.24%
AUM
$248M
AUM Growth
+$248M
(+3.3%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
9.53%
Top 10 Holdings %
Top 10 Hldgs %
64.7%
Holding
40
New
1
Increased
22
Reduced
9
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$15.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.04M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.87M |
| 4 |
Tesla
TSLA
|
$331K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$107K |
Top Sells
| 1 |
Broadcom
AVGO
|
$143K |
| 2 |
PepsiCo
PEP
|
$30.9K |
| 3 |
Amazon
AMZN
|
$23.9K |
| 4 |
Pfizer
PFE
|
$20K |
| 5 |
Home Depot
HD
|
$15.2K |
Sector Composition
| 1 | Technology | 24.44% |
| 2 | Financials | 9.22% |
| 3 | Consumer Discretionary | 6.78% |
| 4 | Healthcare | 4.14% |
| 5 | Communication Services | 3.83% |
