ECM

Elgethun Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$5.14M
3 +$4.89M
4
IBM icon
IBM
IBM
+$4.45M
5
GEF.B icon
Greif Class B
GEF.B
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.31%
2 Healthcare 11.6%
3 Energy 8.94%
4 Technology 7.9%
5 Materials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
+10
277
$0 ﹤0.01%
+26
278
0
279
0
280
$0 ﹤0.01%
+25
281
$0 ﹤0.01%
+3
282
$0 ﹤0.01%
+4
283
$0 ﹤0.01%
+3
284
$0 ﹤0.01%
+4