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
$695M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$68.8M
2 +$17.9M
3 +$17.7M
4
DOMO icon
Domo
DOMO
+$12.8M
5
MGI
MoneyGram International, Inc. New
MGI
+$8.81M

Top Sells

1 +$64M
2 +$43.2M
3 +$32.8M
4
BILL icon
BILL Holdings
BILL
+$25M
5
AVLR
Avalara, Inc.
AVLR
+$19.1M

Sector Composition

1 Technology 46.26%
2 Consumer Discretionary 23.51%
3 Financials 15.29%
4 Industrials 6.88%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-325,000
27
-370,000
28
-64,000
29
-37,000