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
$332M
AUM Growth
-$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Sells

1 +$3.66M
2 +$2.35M
3 +$1.21M
4
DFH icon
Dream Finders Homes
DFH
+$1.03M
5
FWONA icon
Liberty Media Series A
FWONA
+$294K

Sector Composition

1 Financials 34.36%
2 Consumer Discretionary 8.94%
3 Communication Services 7.39%
4 Healthcare 5.74%
5 Technology 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11.7K ﹤0.01%
10,001
152
$10.8K ﹤0.01%
12,000
153
$10.3K ﹤0.01%
51,380
154
$9.19K ﹤0.01%
214,700
+187,934
155
$6.36K ﹤0.01%
994
156
$5.43K ﹤0.01%
457
157
-114,895
158
-4,052
159
-70,788