ECM
Elgethun Capital Management Portfolio holdings
AUM
$497M
This Quarter Return
+5.8%
1 Year Return
+16.1%
3 Year Return
+59.95%
5 Year Return
+125.02%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+5%)
Cap. Flow
+$12.1K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
37.47%
Holding
97
New
10
Increased
26
Reduced
40
Closed
4
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$667K |
| 2 |
Delta Air Lines
DAL
|
$388K |
| 3 |
American Airlines Group
AAL
|
$374K |
| 4 |
United Airlines
UAL
|
$369K |
| 5 |
Pfizer
PFE
|
$281K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$773K |
| 2 |
IBM
IBM
|
$592K |
| 3 |
Walmart
WMT
|
$339K |
| 4 |
CELG
Celgene Corp
CELG
|
$266K |
| 5 |
BP
BP
|
$227K |
Sector Composition
| 1 | Financials | 35.18% |
| 2 | Healthcare | 11.4% |
| 3 | Consumer Staples | 7.68% |
| 4 | Materials | 7.18% |
| 5 | Technology | 6.71% |
