ECM

Engle Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 58.37%
This Quarter Est. Return
1 Year Est. Return
+58.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$9.26M
3
+$9.17M
4
REZI icon
Resideo Technologies
REZI
+$7.22M
5
FTDR icon
Frontdoor
FTDR
+$5.85M

Top Sells

1
+$20.9M
2
+$18.1M
3
+$17.7M
4
TDOC icon
Teladoc Health
TDOC
+$11.3M
5
AYX
Alteryx Inc
AYX
+$10.9M

Sector Composition

1 Industrials 28.89%
2 Technology 26.46%
3 Consumer Discretionary 13.55%
4 Financials 10.56%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-12,900
27
– –
-17,000
28
– –
-57,000
1
2