ECM
Elgethun Capital Management Portfolio holdings
AUM
$497M
1-Year Est. Return
16.1%
1 Year Est. Return
+16.1%
AUM
$497M
AUM Growth
+$49.4M
(+11%)
Holding
153
Top Buys
| 1 | +$7.78M | |
| 2 | +$6.76M | |
| 3 | +$6.33M | |
| 4 |
Occidental Petroleum
OXY
|
+$5.43M |
| 5 |
Enterprise Products Partners
EPD
|
+$2.19M |
Top Sells
| 1 | +$4.82M | |
| 2 | +$4.28M | |
| 3 | +$1.62M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$524K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$516K |
Sector Composition
| 1 | Financials | 34.91% |
| 2 | Consumer Discretionary | 7.12% |
| 3 | Communication Services | 6.48% |
| 4 | Healthcare | 5.26% |
| 5 | Technology | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kenvue
KVUE
$28.8B
| – | – |
-67,497
|
|