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

Top Buys

1 +$214K

Top Sells

1 +$228K
2 +$213K
3 +$7.06K
4
AAPL icon
Apple
AAPL
+$4.85K
5
MSFT icon
Microsoft
MSFT
+$3.8K

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