EGM

Espalier Global Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
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
+$7.01M
2
+$6.56M
3
+$5.52M
4
APO icon
Apollo Global Management
APO
+$5.31M
5
GAP
The Gap Inc
GAP
+$5.14M

Top Sells

1
+$14.7M
2
+$11.9M
3
+$11.7M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$11.6M
5
AIG icon
American International
AIG
+$11.4M

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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