ECAM

East Coast Asset Management Portfolio holdings

AUM $340M
1-Year Est. Return 41.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.3M
3
+$5.56M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$3.9M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.2%
2 Healthcare 9.57%
3 Technology 7.55%
4 Industrials 6.89%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K 0.01%
+780
302
$16K 0.01%
+612
303
$16K 0.01%
+2,000
304
$16K 0.01%
+143
305
$15K 0.01%
+437
306
$15K 0.01%
+535
307
$14K 0.01%
+115
308
$14K 0.01%
+2,195
309
$14K 0.01%
+200
310
$14K 0.01%
+310
311
$14K 0.01%
+657
312
$13K 0.01%
+157
313
$13K 0.01%
+125
314
$12K 0.01%
+179
315
$12K 0.01%
+295
316
$12K 0.01%
+208
317
$11K 0.01%
+100
318
$11K 0.01%
+100
319
$11K 0.01%
+380
320
$11K 0.01%
+125
321
$10K 0.01%
+623
322
$10K 0.01%
+235
323
$10K 0.01%
+104
324
$10K 0.01%
+146
325
$10K 0.01%
+210
11 12
13
14 15