EA

Echinus Advisors Portfolio holdings

AUM $881M
1-Year Est. Return 6.76%
This Quarter Est. Return
1 Year Est. Return
-6.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$6.89M
3 +$5.36M
4
V icon
Visa
V
+$3.33M
5
IBKR icon
Interactive Brokers
IBKR
+$3.11M

Top Sells

1 +$2.63M

Sector Composition

1 Financials 84.64%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$54.6M 22.54%
891,209
+212,372
2
$51.7M 21.34%
498,292
+66,392
3
$33M 13.63%
474,493
+76,900
4
$28.2M 11.65%
3,319,388
+365,836
5
$26.3M 10.83%
253,938
+21,893
6
$20.1M 8.28%
368,923
+41,000
7
$12.8M 5.28%
195,788
+50,936
8
$11.5M 4.73%
376,326
9
$4.18M 1.72%
203,851
+24,690
10
-35,193