ECM

Engle Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 43.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.9M
3
+$5.1M
4
PLNT icon
Planet Fitness
PLNT
+$4.42M
5
ETFC
E*Trade Financial Corporation
ETFC
+$4.29M

Top Sells

1
+$7.36M
2
+$7.17M
3
+$7.04M
4
BOX icon
Box
BOX
+$6.05M
5
WIX icon
WIX.com
WIX
+$5.61M

Sector Composition

1 Technology 31.16%
2 Financials 24.68%
3 Consumer Discretionary 21.95%
4 Industrials 13.85%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-182,400
27
– –
-205,000
1
2