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
$323M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M

Top Sells

1 +$15.9M
2 +$4.84M

Sector Composition

1 Financials 37.05%
2 Consumer Discretionary 34.39%
3 Communication Services 23.68%
4 Real Estate 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$111M 29.24%
8,334,240
2
$45.2M 11.88%
922,152
3
$42.6M 11.21%
4,559,060
4
$41.4M 10.87%
339,870
-131,000
5
$31.4M 8.26%
1,756,900
6
$28.2M 7.41%
273,913
-47,000
7
$8.45M 2.22%
380,771
8
$7.63M 2%
137,651
9
$7.34M 1.93%
+175,000