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
$422M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$15.5M
3 +$13.5M
4
UPLD icon
Upland Software
UPLD
+$8.88M
5
FDC
First Data Corporation
FDC
+$8.45M

Top Sells

1 +$23.5M
2 +$17.3M
3 +$11.2M
4
PAGS icon
PagSeguro Digital
PAGS
+$11M
5
TDOC icon
Teladoc Health
TDOC
+$8.96M

Sector Composition

1 Technology 37.6%
2 Industrials 20.01%
3 Consumer Discretionary 19.4%
4 Financials 6.36%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-136,000