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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
$234M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$2.4M
3
+$1.91M
4
GOGO icon
Gogo Inc
GOGO
+$1.8M
5
TSLA icon
Tesla
TSLA
+$1.72M

Top Sells

1
+$1.65M
2
+$1.63M
3
+$1.31M
4
INTU icon
Intuit
INTU
+$1.28M
5
NET icon
Cloudflare
NET
+$1.24M

Sector Composition

1 Materials 15.61%
2 Financials 10.6%
3 Industrials 8.49%
4 Consumer Discretionary 8.46%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.1%
+2,200
77
$237K 0.1%
+3,100
78
$235K 0.1%
1,900
-2,800
79
$227K 0.1%
+350
80
$217K 0.09%
+9,162
81
$185K 0.08%
+10,850
82
$122K 0.05%
+27,000
83
$85.8K 0.04%
+14,216
84
– –
-1,440
85
– –
-4,173
86
– –
-314
87
– –
-4,400
88
– –
-7,479
89
– –
-6,900
90
– –
-21,808
91
– –
-457
92
– –
-157,282
93
– –
-854
94
– –
-7,054
95
– –
-1,623
96
– –
-7,452
97
– –
-6,000
98
– –
-75,690
99
– –
-28,522
100
– –
-515
1 2 3
4
5