ECM

Engle Capital Management Portfolio holdings

AUM $332M
1-Year Est. Return 67.15%
This Quarter Est. Return
1 Year Est. Return
+67.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$7.17M
3 +$7.16M
4
SYF icon
Synchrony
SYF
+$7.04M
5
IBKR icon
Interactive Brokers
IBKR
+$4.86M

Top Sells

1 +$11M
2 +$9.05M
3 +$6.74M
4
PYPL icon
PayPal
PYPL
+$6.63M
5
NSP icon
Insperity
NSP
+$3.26M

Sector Composition

1 Technology 28.44%
2 Financials 22.9%
3 Consumer Discretionary 21.92%
4 Industrials 15.81%
5 Real Estate 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-959,000
28
0
29
-10,000
30
0
31
-80,000
32
-32,726