ECM
Ebert Capital Management Portfolio holdings
AUM
$97.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$97.9M
AUM Growth
-$5.49M
(-5.3%)
Holding
26
Top Buys
| 1 | +$2.2M | |
| 2 | +$623K | |
| 3 | +$558K | |
| 4 |
Broadcom
AVGO
|
+$478K |
| 5 |
Meta Platforms (Facebook)
META
|
+$244K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$541K | |
| 3 | +$95.2K | |
| 4 |
MSCI
MSCI
|
+$14.7K |
| 5 |
ServiceNow
NOW
|
+$14.4K |
Sector Composition
| 1 | Technology | 32.09% |
| 2 | Communication Services | 10.67% |
| 3 | Financials | 5.02% |
| 4 | Consumer Discretionary | 4.75% |
| 5 | Consumer Staples | 4.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.04T
| $271K | 0.28% |
566
|
|