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
326
$10K 0.01%
+154
327
$10K 0.01%
+178
328
$10K 0.01%
+395
329
$9K ﹤0.01%
+44
330
$9K ﹤0.01%
+188
331
$9K ﹤0.01%
+250
332
$9K ﹤0.01%
+500
333
$9K ﹤0.01%
+170
334
$9K ﹤0.01%
+142
335
$9K ﹤0.01%
+212
336
$9K ﹤0.01%
+373
337
$9K ﹤0.01%
+135
338
$9K ﹤0.01%
+130
339
$9K ﹤0.01%
+656
340
$8K ﹤0.01%
+191
341
$8K ﹤0.01%
+212
342
$8K ﹤0.01%
+100
343
$8K ﹤0.01%
+142
344
$8K ﹤0.01%
+85
345
$8K ﹤0.01%
+250
346
$8K ﹤0.01%
+131
347
$7K ﹤0.01%
+100
348
$7K ﹤0.01%
+1,050
349
$7K ﹤0.01%
+100
350
$7K ﹤0.01%
+178
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