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ECM

Elgethun Capital Management Portfolio holdings

AUM $605M
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$5.26M
3
+$5.09M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.2M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.51M

Top Sells

1
+$1.47M
2
+$552K
3
+$454K
4
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$339K
5
ACI icon
Albertsons Companies
ACI
+$283K

Sector Composition

1 Financials 33.81%
2 Consumer Discretionary 8.7%
3 Communication Services 6.12%
4 Technology 5.12%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.23%
3,880
52
$1.22M 0.22%
6,573
+1,000
53
$1.1M 0.2%
+5,633
54
$1.08M 0.2%
6,908
-204
55
$1.07M 0.19%
3,749
-74
56
$1.05M 0.19%
22,591
-32,804
57
$1.03M 0.19%
11,866
-113
58
$1.03M 0.19%
3,413
+13
59
$999K 0.18%
4,129
60
$928K 0.17%
1,387
61
$875K 0.16%
7,812
-33
62
$859K 0.16%
9,137
63
$855K 0.16%
9,740
+104
64
$843K 0.15%
3,012
65
$772K 0.14%
4,150
66
$771K 0.14%
2,350
67
$770K 0.14%
4,163
+101
68
$768K 0.14%
5,441
-910
69
$758K 0.14%
4,929
-671
70
$755K 0.14%
4,634
+8
71
$754K 0.14%
12,497
+214
72
$746K 0.14%
1
73
$743K 0.13%
11,140
-15
74
$664K 0.12%
2,075
75
$662K 0.12%
683
1 2
3
4 5