EC

Enhancing Capital Portfolio holdings

AUM $131M
This Quarter Est. Return
1 Year Est. Return
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 +$586K
2 +$527K
3 +$389K
4
RACE icon
Ferrari
RACE
+$384K
5
YETI icon
Yeti Holdings
YETI
+$352K

Top Sells

1 +$1.41K

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