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
$495M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$23.8M
3 +$9.05M
4
HUBS icon
HubSpot
HUBS
+$8.24M
5
ACVA icon
ACV Auctions
ACVA
+$6.14M

Top Sells

1 +$27.2M
2 +$26.6M
3 +$25.2M
4
PCOR icon
Procore
PCOR
+$17.8M
5
SPT icon
Sprout Social
SPT
+$17.3M

Sector Composition

1 Technology 41.46%
2 Financials 34.8%
3 Consumer Discretionary 19.26%
4 Communication Services 2.65%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-111,000
27
-1,550,000