ECM
Engle Capital Management Portfolio holdings
AUM
$332M
This Quarter Return
+12.61%
1 Year Return
+67.15%
3 Year Return
+309.44%
5 Year Return
+645.84%
10 Year Return
–
AUM
$422M
AUM Growth
+$422M
(+9.7%)
Cap. Flow
+$4.67M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
79.42%
Holding
26
New
4
Increased
10
Reduced
7
Closed
5
Top Buys
| 1 |
Frontdoor
FTDR
|
$26.6M |
| 2 |
SMAR
Smartsheet Inc.
SMAR
|
$15.5M |
| 3 |
WP
Worldpay, Inc.
WP
|
$13.5M |
| 4 |
Upland Software
UPLD
|
$8.88M |
| 5 |
FDC
First Data Corporation
FDC
|
$8.45M |
Top Sells
| 1 |
Global Payments
GPN
|
$23.5M |
| 2 |
DATA
Tableau Software, Inc.
DATA
|
$17.3M |
| 3 |
HOME
At Home Group Inc.
HOME
|
$11.2M |
| 4 |
PagSeguro Digital
PAGS
|
$11M |
| 5 |
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% |