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
$277M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$12.5M
3 +$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$729K
5
KMX icon
CarMax
KMX
+$345K

Sector Composition

1 Financials 31.89%
2 Communication Services 8.61%
3 Consumer Discretionary 8.6%
4 Healthcare 7.15%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,952
127
-19,316