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
$426M
AUM Growth
-$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$134K
3
+$76.7K
4
V icon
Visa
V
+$75K
5
META icon
Meta Platforms (Facebook)
META
+$73.5K

Top Sells

1
+$242K
2
+$174K
3
+$110K
4
AMZN icon
Amazon
AMZN
+$41.4K
5
TDG icon
TransDigm Group
TDG
+$29.4K

Sector Composition

1 Communication Services 48.9%
2 Industrials 18.68%
3 Financials 16.47%
4 Consumer Discretionary 7.97%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.32%
17,498
+114
27
$1.27M 0.3%
11,319
28
$1.19M 0.28%
7,358
29
$1.18M 0.28%
8,478
+1
30
$1.16M 0.27%
4,298
31
$1.09M 0.26%
19,477
32
$933K 0.22%
5,596
33
$917K 0.22%
6,860
34
$747K 0.18%
1,297
35
$635K 0.15%
2,100
36
$620K 0.15%
2,335
37
$596K 0.14%
4,260
-165
38
$575K 0.13%
2,629
-115
39
$568K 0.13%
2,879
40
$525K 0.12%
1,522
41
$489K 0.11%
2,890
42
$489K 0.11%
1,489
43
$484K 0.11%
3,299
44
$423K 0.1%
22,152
45
$415K 0.1%
1,950
-38
46
$413K 0.1%
9,602
-541
47
$411K 0.1%
4,787
+4
48
$401K 0.09%
4,791
-60
49
$367K 0.09%
2,443
50
$357K 0.08%
7,668
-100
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