EGM

Espalier Global Management Portfolio holdings

AUM $308M
1-Year Est. Return 14.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.22M
3
+$5.24M
4
APO icon
Apollo Global Management
APO
+$5.19M
5
LGF
Lions Gate Entertainment
LGF
+$4.91M

Top Sells

1
+$14.7M
2
+$11.9M
3
+$11.7M
4
DFS
Discover Financial Services
DFS
+$11.1M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$11M

Sector Composition

1 Financials 44.8%
2 Consumer Discretionary 18.2%
3 Technology 16.74%
4 Energy 5.41%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
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