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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
76
$652K 0.12%
12,154
77
$612K 0.11%
3,168
78
$577K 0.1%
943
+556
79
$521K 0.09%
3,700
80
$517K 0.09%
2,425
+50
81
$498K 0.09%
2,432
82
$496K 0.09%
1,038
83
$491K 0.09%
+7,500
84
$479K 0.09%
983
85
$472K 0.09%
6,355
+355
86
$471K 0.09%
249
-13
87
$437K 0.08%
12,603
-752
88
$436K 0.08%
2,868
-987
89
$434K 0.08%
756
90
$427K 0.08%
12,310
91
$407K 0.07%
611
+22
92
$400K 0.07%
8,011
93
$378K 0.07%
2,888
-81
94
$375K 0.07%
2,255
-241
95
$374K 0.07%
+4,269
96
$369K 0.07%
1,858
+1
97
$368K 0.07%
1,512
98
$366K 0.07%
400
+16
99
$354K 0.06%
5,716
-375
100
$351K 0.06%
1,242
+7
2 3
4
5 6