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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
126
$219K 0.04%
615
127
$215K 0.04%
9,310
-92
128
$213K 0.04%
5,970
-159
129
$212K 0.04%
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130
$210K 0.04%
1,288
131
$201K 0.04%
2,404
+515
132
$194K 0.04%
10,881
+168
133
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918
+1
134
$192K 0.03%
707
135
$180K 0.03%
6,460
-1,755
136
$177K 0.03%
2,143
-1,526
137
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1,644
138
$176K 0.03%
2,426
139
$173K 0.03%
2,337
+30
140
$161K 0.03%
493
141
$161K 0.03%
2,646
-252
142
$160K 0.03%
6,204
-2,946
143
$154K 0.03%
844
144
$146K 0.03%
760
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145
$145K 0.03%
2,002
146
$131K 0.02%
707
147
$125K 0.02%
1,688
148
$115K 0.02%
693
149
$109K 0.02%
15,000
150
$106K 0.02%
1,696
-249
3 4 5
6
7