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
$184M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$7.03M
3
+$6.72M
4
DHR icon
Danaher
DHR
+$6.59M
5
V icon
Visa
V
+$6.51M

Top Sells

1
+$7.24M
2
+$6.28M
3
+$5.29M
4
FITB
Fifth Third Bancorp
FITB
+$4.92M
5
AER icon
AerCap
AER
+$4.64M

Sector Composition

1 Financials 33.81%
2 Communication Services 22.2%
3 Technology 20.67%
4 Healthcare 9.16%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
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