EC
Enhancing Capital Portfolio holdings
AUM
$131M
1 Year Est. Return
–
AUM
$131M
AUM Growth
+$6.15M
(+4.9%)
Holding
94
Top Sells
| 1 | +$533K | |
| 2 | +$318K | |
| 3 | +$205K | |
| 4 |
Intercontinental Exchange
ICE
|
+$917 |
| 5 |
LINKBANCORP
LNKB
|
+$900 |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 15.08% |
| 3 | Healthcare | 11.68% |
| 4 | Utilities | 10.62% |
| 5 | Industrials | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$63B
| $364K | 0.28% |
4,000
|
|
||
77
Watsco Inc
WSO
$14.4B
| $359K | 0.27% |
812
-1
|
|
||
78
Travelers Companies
TRV
$59.9B
| $321K | 0.24% |
1,200
|
|
||
79
Genuine Parts
GPC
$18.2B
| $317K | 0.24% |
2,610
|
|
||
80
United Natural Foods
UNFI
$2.32B
| $296K | 0.23% |
12,706
|
|
||
81
Vanguard Dividend Appreciation ETF
VIG
$98.4B
| $287K | 0.22% |
1,400
|
|
||
82
Enterprise Products Partners
EPD
$67.1B
| $278K | 0.21% |
8,960
|
|
||
83
HEICO Corp
HEI
$44.2B
| $262K | 0.2% |
800
-2
|
|
||
84
AutoZone
AZO
$62.8B
| $260K | 0.2% |
70
|
|
||
85
Clorox
CLX
$14.2B
| $240K | 0.18% |
2,000
|
|
||
86
PNC Financial Services
PNC
$71.3B
| $230K | 0.18% |
1,235
|
|
||
87
Southern Company
SO
$106B
| $230K | 0.18% |
2,500
|
|
||
88
PPG Industries
PPG
$23.2B
| $228K | 0.17% |
2,000
|
|
||
89
Lamb Weston
LW
$8.96B
| $220K | 0.17% |
4,240
|
|
||
90
M&T Bank
MTB
$28.4B
| $213K | 0.16% |
+1,100
|
|
||
91
Analog Devices
ADI
$120B
| $210K | 0.16% |
+882
|
|
||
92
Chubb
CB
$113B
| $209K | 0.16% |
722
|
|
||
93
Heartland Express
HTLD
$622M
| – | – |
-57,765
|
|
||
94
Thermo Fisher Scientific
TMO
$214B
| – | – |
-412
|
|