ECM

Elgethun Capital Management Portfolio holdings

AUM $579M
1-Year Est. Return 16.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.6M
3
+$1.55M
4
BUD icon
AB InBev
BUD
+$1.13M
5
MKL icon
Markel Group
MKL
+$1.12M

Top Sells

1
+$3.06M
2
+$1.27M
3
+$1.19M
4
ESRX
Express Scripts Holding Company
ESRX
+$887K
5
GEF.B icon
Greif Class B
GEF.B
+$842K

Sector Composition

1 Financials 35.95%
2 Healthcare 9.91%
3 Consumer Staples 7.71%
4 Technology 6.79%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,362
1 2 3 4
5