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
$634M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$59.5M
2 +$38.4M
3 +$33.1M
4
AYX
Alteryx Inc
AYX
+$20.8M
5
PYPL icon
PayPal
PYPL
+$15.8M

Sector Composition

1 Technology 40.94%
2 Consumer Discretionary 25.83%
3 Financials 24.75%
4 Consumer Staples 5.93%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-84,000
27
-1,106
28
-13,500
29
-130,000