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EMCIP

Ewing Morris & Co Investment Partners Portfolio holdings

AUM $222M
1-Year Est. Return 35.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.77M
3
+$1.75M
4
EFXT
Enerflex
EFXT
+$1.59M
5
SPXC icon
SPX Corp
SPXC
+$1.48M

Top Sells

1
+$2.85M
2
+$2.56M
3
+$2.26M
4
CTAS icon
Cintas
CTAS
+$2.07M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$1.47M

Sector Composition

1 Financials 10.84%
2 Industrials 7.28%
3 Consumer Discretionary 5.02%
4 Communication Services 4.94%
5 Materials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.07%
+1,520
77
$221K 0.07%
+2,200
78
$216K 0.07%
+3,000
79
$215K 0.07%
+4,420
80
$206K 0.07%
+2,850
81
$203K 0.06%
12,100
82
$16.3K 0.01%
+479
83
– –
-21,376
84
– –
-7,750
85
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-9,032
86
– –
-2,466
87
– –
-11,324
88
– –
-2,350
89
– –
-2,706
90
– –
-870
91
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-8,145
92
– –
-14,003
93
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-1,815
94
– –
-9,875
95
– –
-11,861
96
– –
-1,438
97
– –
-1,500
98
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-6,062
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4