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
$223M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$204K
3
+$490
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$277

Top Sells

1
+$8.68M
2
+$8.28M
3
+$6.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.17M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.53M

Sector Composition

1 Communication Services 27.03%
2 Industrials 23.56%
3 Financials 23.2%
4 Technology 7.42%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.71%
7,246
-202
27
$1.25M 0.56%
16,883
-517
28
$1.21M 0.54%
5,832
-146
29
$1.17M 0.52%
7,077
-194
30
$1.15M 0.52%
8,333
+2
31
$1.14M 0.51%
10,183
-132
32
$996K 0.45%
+11,180
33
$966K 0.43%
23,249
-557
34
$885K 0.4%
4,159
35
$709K 0.32%
5,920
-320
36
$665K 0.3%
4,013
37
$643K 0.29%
1,397
38
$634K 0.28%
1,297
39
$596K 0.27%
2,879
40
$563K 0.25%
3,707
41
$505K 0.23%
1,552
42
$471K 0.21%
2,517
-58
43
$463K 0.21%
4,731
+5
44
$452K 0.2%
7,191
45
$447K 0.2%
2,415
46
$433K 0.19%
1,950
47
$431K 0.19%
2,220
48
$380K 0.17%
4,471
49
$359K 0.16%
20,452
50
$354K 0.16%
7,667
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2
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