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

Top Buys

1
+$15M
2
+$11.8M
3
+$1.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$700K
5
KMX icon
CarMax
KMX
+$367K

Top Sells

1
+$11.3M
2
+$11.1M
3
+$3.25M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$946K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$575K

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
– –
-4,323
2 3 4 5
6