ECM

English Capital Management Portfolio holdings

AUM $160M
1-Year Est. Return 28.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.42M
3
+$5.7M
4
CI icon
Cigna
CI
+$5.66M
5
ARW icon
Arrow Electronics
ARW
+$5.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.26%
2 Financials 21.99%
3 Industrials 19.57%
4 Consumer Discretionary 12.57%
5 Healthcare 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.62%
+44,746
27
$1.78M 1.53%
+60,781
28
$1.5M 1.29%
+629,115
29
$1.48M 1.27%
+10,598
30
$1.24M 1.07%
+3,490
31
$1.5K ﹤0.01%
+1
32
$879 ﹤0.01%
+10
33
$829 ﹤0.01%
+40
1
2