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
$397M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$8.27M
2 +$3.06M
3 +$2.01M
4
GLD icon
SPDR Gold Trust
GLD
+$678K
5
MRK icon
Merck
MRK
+$644K

Top Sells

1 +$512K
2 +$266K
3 +$155K
4
DFH icon
Dream Finders Homes
DFH
+$148K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$127K

Sector Composition

1 Financials 33.57%
2 Consumer Discretionary 8.7%
3 Healthcare 8.12%
4 Communication Services 6.3%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21.5K 0.01%
15,000
152
$20.7K 0.01%
12,000
153
$10.8K ﹤0.01%
134,700
154
$3.13K ﹤0.01%
457
155
-544