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
$223M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$8.67M
3 +$4.82M
4
SIVB
SVB Financial Group
SIVB
+$4.35M
5
TDOC icon
Teladoc Health
TDOC
+$3.42M

Top Sells

1 +$13.7M
2 +$12.8M
3 +$9.39M
4
PLNT icon
Planet Fitness
PLNT
+$5.95M
5
BOX icon
Box
BOX
+$2.61M

Sector Composition

1 Financials 28.68%
2 Technology 25.7%
3 Consumer Discretionary 22.55%
4 Industrials 18.74%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-167,000
27
-567,000