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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
101
$346K 0.06%
506
102
$345K 0.06%
1,219
103
$343K 0.06%
757
+1
104
$340K 0.06%
6,659
+477
105
$324K 0.06%
+10,925
106
$316K 0.06%
7,289
-900
107
$312K 0.06%
3,629
+10
108
$310K 0.06%
1,320
+1
109
$309K 0.06%
2,603
-995
110
$306K 0.06%
539
111
$301K 0.05%
1,157
-125
112
$299K 0.05%
1,751
+34
113
$294K 0.05%
1,784
114
$281K 0.05%
560
115
$272K 0.05%
5,905
116
$271K 0.05%
449
+1
117
$271K 0.05%
725
118
$261K 0.05%
3,310
-2,000
119
$257K 0.05%
+428
120
$254K 0.05%
910
121
$249K 0.05%
1,004
122
$238K 0.04%
3,094
123
$231K 0.04%
961
124
$226K 0.04%
3,360
125
$226K 0.04%
+2,682
3 4
5
6 7