ECM

Elgethun Capital Management Portfolio holdings

AUM $551M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$3.14M
3
+$2.56M
4
INTC icon
Intel
INTC
+$2.24M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.96M

Top Sells

1
+$5.68M
2
+$4.02M
3
+$559K
4
CVX icon
Chevron
CVX
+$218K
5
AAPL icon
Apple
AAPL
+$195K

Sector Composition

1 Financials 35.83%
2 Communication Services 6.56%
3 Healthcare 6.31%
4 Consumer Discretionary 5.5%
5 Technology 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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