ECM

English Capital Management Portfolio holdings

AUM $153M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$990K
3
+$632K
4
ARW icon
Arrow Electronics
ARW
+$202K
5
TITN icon
Titan Machinery
TITN
+$78.4K

Top Sells

1
+$1.96M
2
+$1.79M
3
+$1.13M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Sector Composition

1 Financials 23.68%
2 Industrials 21.04%
3 Technology 20.91%
4 Healthcare 12.44%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.46M 6.31%
82,756
2
$7.67M 5.72%
73,875
+1,948
3
$7.61M 5.67%
150,975
-39,000
4
$7.4M 5.52%
22,506
+1,920
5
$7.03M 5.25%
53,401
6
$6.97M 5.2%
1,514
7
$6.22M 4.64%
117,557
8
$5.34M 3.98%
15,457
9
$4.88M 3.64%
286,453
+4,600
10
$4.45M 3.32%
105,000
11
$4.4M 3.28%
63,298
12
$4.18M 3.12%
100,106
13
$4.03M 3.01%
110,562
14
$3.99M 2.98%
5
-1
15
$3.95M 2.95%
22,000
16
$3.93M 2.93%
64,771
17
$3.86M 2.88%
+24,093
18
$3.84M 2.86%
36,898
19
$3.8M 2.83%
21,176
-9,997
20
$3.68M 2.74%
23,537
21
$3.65M 2.72%
52,292
22
$3.54M 2.64%
1,891
23
$3.37M 2.52%
50,760
+14,900
24
$3.37M 2.52%
43,301
25
$3M 2.24%
18,098
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