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
$83.8M
AUM Growth
-$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$207K

Top Sells

1 +$228K
2 +$213K
3 +$6.53K
4
AAPL icon
Apple
AAPL
+$4.37K
5
MSFT icon
Microsoft
MSFT
+$3.6K

Sector Composition

1 Technology 17.82%
2 Healthcare 17.15%
3 Utilities 16.71%
4 Financials 10.85%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.24%
1,400
77
-1,235
78
-4,000