ECM
Elgethun Capital Management Portfolio holdings
AUM
$497M
1-Year Return
16.1%
This Quarter Return
-3.14%
1 Year Return
+16.1%
3 Year Return
+59.95%
5 Year Return
+125.02%
10 Year Return
–
AUM
$143M
AUM Growth
+$27K
(+0.02%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
35.43%
Holding
101
New
8
Increased
44
Reduced
26
Closed
4
Top Buys
| 1 |
Nutrien
NTR
|
$1.87M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.56M |
| 3 |
Starbucks
SBUX
|
$1.56M |
| 4 |
Markel Group
MKL
|
$1.16M |
| 5 |
AB InBev
BUD
|
$1.12M |
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$3.06M |
| 2 |
IBM
IBM
|
$1.23M |
| 3 |
NOV
NOV
|
$1.19M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
$803K |
| 5 |
Bausch Health
BHC
|
$790K |
Sector Composition
| 1 | Financials | 35.95% |
| 2 | Healthcare | 9.91% |
| 3 | Consumer Staples | 7.71% |
| 4 | Technology | 6.79% |
| 5 | Industrials | 6.47% |