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
$183M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.17M
3
+$1.61M
4
GM icon
General Motors
GM
+$1.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$814K

Top Sells

1
+$3.16M
2
+$1.72M
3
+$921K
4
MKL icon
Markel Group
MKL
+$821K
5
PKX icon
POSCO
PKX
+$716K

Sector Composition

1 Financials 34.26%
2 Consumer Discretionary 9.44%
3 Technology 8.81%
4 Industrials 8.23%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.35%
11,183
-90
52
$628K 0.34%
17,055
+30
53
$593K 0.32%
3,415
54
$586K 0.32%
8,908
55
$572K 0.31%
2,755
+2
56
$555K 0.3%
17,872
+39
57
$551K 0.3%
14,948
-5,250
58
$544K 0.3%
499
-753
59
$486K 0.27%
42,409
+449
60
$481K 0.26%
6,802
+14
61
$467K 0.25%
8,640
+80
62
$403K 0.22%
9,825
+7
63
$390K 0.21%
1,875
64
$366K 0.2%
2,939
+2
65
$353K 0.19%
8,587
-53
66
$346K 0.19%
4,753
67
$338K 0.18%
12,254
+81
68
$328K 0.18%
2,990
-67
69
$322K 0.18%
7,485
70
$293K 0.16%
5,373
-1,029
71
$285K 0.16%
29,092
-513
72
$281K 0.15%
150
73
$269K 0.15%
1,470
74
$244K 0.13%
1,070
75
$243K 0.13%
3,171
+27
1 2
3
4