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
$323M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.6M
3
+$16.1M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
COCO icon
Vita Coco
COCO
+$10.9M

Top Sells

1
+$12.8M
2
+$12.2M
3
+$11.4M
4
LPLA icon
LPL Financial
LPLA
+$11.1M
5
CCK icon
Crown Holdings
CCK
+$10.7M

Sector Composition

1 Consumer Discretionary 47.4%
2 Communication Services 17.78%
3 Technology 14.44%
4 Consumer Staples 8.83%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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