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
$197M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.8M
3
+$2.38M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$446K
5
JPM icon
JPMorgan Chase
JPM
+$242K

Top Sells

1
+$361K
2
+$171K
3
+$124K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$114K
5
DE icon
Deere & Co
DE
+$87K

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
51
$321K 0.16%
3,199
-1
52
$291K 0.15%
2,075
53
$290K 0.15%
20,452
-1,700
54
$283K 0.14%
2,193
55
$256K 0.13%
+1,911
56
$251K 0.13%
2,890
57
$249K 0.13%
1,765
58
$234K 0.12%
425
59
$234K 0.12%
600
60
$213K 0.11%
+1,442
1 2
3