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
$334M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$12.1M
3 +$11.1M
4
ALL icon
Allstate
ALL
+$10.7M
5
VST icon
Vistra
VST
+$9.15M

Top Sells

1 +$18.5M
2 +$14.7M
3 +$13.3M
4
VRT icon
Vertiv
VRT
+$12.9M
5
AMZN icon
Amazon
AMZN
+$12.9M

Sector Composition

1 Technology 29.42%
2 Industrials 21.08%
3 Financials 17.71%
4 Consumer Discretionary 13.47%
5 Utilities 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-220,300
27
-39,308
28
-686,136
29
-130,000