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

Top Buys

1
+$21.5M
2
+$18.8M
3
+$13.3M
4
LPLA icon
LPL Financial
LPLA
+$11.8M
5
PS
Pluralsight, Inc. Class A Common Stock
PS
+$11.6M

Top Sells

1
+$12.8M
2
+$9.22M
3
+$5.14M
4
HLNE icon
Hamilton Lane
HLNE
+$4.02M
5
ALRM icon
Alarm.com
ALRM
+$2.36M

Sector Composition

1 Financials 28.46%
2 Industrials 25.08%
3 Technology 21.44%
4 Consumer Discretionary 15.63%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-209,000
1
2