Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2021)

According to the SEC 13F filed on Apr 23, 2021, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2021, the filing reported:

New Buys - Vanguard Short-Term Bond ETF, Chevron Corporation, VanEck ETF Trust VanEck IG Floa, JP Morgan Chase & Co., iShares MSCI USA Momentum Facto, and 3 more

Increases - Accenture plc, Broadcom Inc., American Water Works Company, I, Cummins Inc., SPDR Dow Jones Industrial Avera, and 18 more

Reductions - Apple Inc., Amazon.com, Inc., SPDR Bloomberg Investment Grade, Alphabet Inc., Intuit Inc., and 4 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	AAPL Apple Inc.	Apple Inc.	Sell	-7,491	-9.4%	$8.86K	72,518
Q1 2021	ACN Accenture plc	Accenture plc	Buy	+33	+0.2%	$5.97K	21,623
Q1 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-140	-5.2%	$7.93K	2,563
Q1 2021	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+116	+1.1%	$4.88K	10,528
Q1 2021	AWK American Water Works Company, I	American Water Works Company, I	Buy	+163	+0.4%	$5.50K	36,711
Q1 2021	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy - Position Entry	+134,352	-	$11.04K	134,352
Q1 2021	CMI Cummins Inc.	Cummins Inc.	Buy	+273	+1.8%	$3.99K	15,384
Q1 2021	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+33,433	-	$3.50K	33,433
Q1 2021	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+1,818	+3.4%	$18.49K	56,003
Q1 2021	ECL Ecolab Inc.	Ecolab Inc.	Buy	+474	+2.1%	$4.98K	23,244
Q1 2021	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+1,942	+1.2%	$9.68K	164,127
Q1 2021	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Sell	-3,409	-0.5%	$22.64K	739,060
Q1 2021	FLTR VanEck ETF Trust VanEck IG Floa	VanEck ETF Trust VanEck IG Floa	Buy - Position Entry	+246,437	-	$6.25K	246,437
Q1 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-44	-1.4%	$6.42K	3,111
Q1 2021	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+165	+0.8%	$5.98K	19,590
Q1 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-759	-4.0%	$6.99K	18,248
Q1 2021	IYF iShares U.S. Financial ETF	iShares U.S. Financial ETF	Buy	+726	+7.1%	$822.00	10,981
Q1 2021	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+24,770	-	$3.77K	24,770
Q1 2021	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+410	+4.1%	$3.86K	10,447
Q1 2021	MINT PIMCO Enhanced Short Maturity A	PIMCO Enhanced Short Maturity A	Buy	+7,819	+4.0%	$20.83K	204,358
Q1 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-2,154	-6.1%	$7.79K	33,018
Q1 2021	MTUM iShares MSCI USA Momentum Facto	iShares MSCI USA Momentum Facto	Buy - Position Entry	+4,209	-	$677.00	4,209
Q1 2021	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy	+907	+1.9%	$3.62K	47,844
Q1 2021	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+91	+0.9%	$5.35K	10,016
Q1 2021	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+424	+2.4%	$4.44K	18,286
Q1 2021	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Sell	-6,174	-8.5%	$21.21K	66,472
Q1 2021	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+212	+8.3%	$745.00	2,775
Q1 2021	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-2,588	-1.9%	$13.00K	134,402
Q1 2021	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+3,148	+8.1%	$3.07K	42,156
Q1 2021	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+1,135	+8.6%	$1.87K	14,405

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