EC

Enhancing Capital Portfolio holdings

AUM $140M
1-Year Est. Return 23.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.6M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$618K
2 +$534K
3 +$418K
4
RACE icon
Ferrari
RACE
+$393K
5
YETI icon
Yeti Holdings
YETI
+$379K

Top Sells

1 +$1.5K

Sector Composition

1 Technology 19.93%
2 Utilities 15.93%
3 Healthcare 14.66%
4 Financials 12.26%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.23%
+1,200
77
$213K 0.23%
4,000