ECM

Elgethun Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$3.38M
3 +$2.46M
4
TBBK icon
The Bancorp
TBBK
+$2.27M
5
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$2.03M

Top Sells

1 +$4.34M
2 +$2.33M
3 +$1.57M
4
SCHW icon
Charles Schwab
SCHW
+$433K
5
CASH icon
Pathward Financial
CASH
+$339K

Sector Composition

1 Financials 34.72%
2 Consumer Discretionary 8.01%
3 Communication Services 6.05%
4 Healthcare 5.44%
5 Consumer Staples 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16
102
-17,619