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
$302M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$20.9M
3 +$13.1M
4
PS
Pluralsight, Inc. Class A Common Stock
PS
+$12.6M
5
LPLA icon
LPL Financial
LPLA
+$11.5M

Top Sells

1 +$12.8M
2 +$9.22M
3 +$5.14M
4
HLNE icon
Hamilton Lane
HLNE
+$3.7M
5
ALRM icon
Alarm.com
ALRM
+$2.7M

Sector Composition

1 Financials 28.46%
2 Industrials 25.08%
3 Technology 21.44%
4 Consumer Discretionary 15.91%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-198,000
27
-209,000