ECAM

East Coast Asset Management Portfolio holdings

AUM $301M
1-Year Est. Return 32.49%
This Quarter Est. Return
1 Year Est. Return
+32.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.99M
3
+$2.47M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$460K
5
JPM icon
JPMorgan Chase
JPM
+$256K

Top Sells

1
+$370K
2
+$181K
3
+$121K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K
5
DE icon
Deere & Co
DE
+$91.8K

Sector Composition

1 Communication Services 26.53%
2 Industrials 23.76%
3 Financials 21.03%
4 Materials 6.77%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.67%
17,249
-248
27
$1.28M 0.65%
7,271
28
$1.21M 0.61%
10,495
29
$1.2M 0.61%
5,939
-89
30
$1.13M 0.57%
8,368
+3
31
$979K 0.5%
4,159
-85
32
$847K 0.43%
24,213
33
$680K 0.34%
1,397
34
$562K 0.28%
3,707
-1
35
$561K 0.28%
6,360
-340
36
$538K 0.27%
4,013
37
$512K 0.26%
1,950
38
$495K 0.25%
2,335
39
$493K 0.25%
9,619
+3
40
$491K 0.25%
2,879
41
$477K 0.24%
4,722
+3
42
$460K 0.23%
+7,191
43
$449K 0.23%
2,575
-1
44
$436K 0.22%
1,297
45
$436K 0.22%
2,415
-28
46
$421K 0.21%
1,334
47
$403K 0.2%
785
48
$380K 0.19%
4,471
49
$332K 0.17%
1,552
50
$321K 0.16%
7,667
1
2
3