ECM

EMC Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 13.89%
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$376K
3
+$248K
4
BILL icon
BILL Holdings
BILL
+$163K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$141K

Top Sells

1
+$1.51M
2
+$596K
3
+$428K
4
AMD icon
Advanced Micro Devices
AMD
+$370K
5
MDB icon
MongoDB
MDB
+$327K

Sector Composition

1 Consumer Discretionary 16.56%
2 Communication Services 10.51%
3 Financials 9.08%
4 Technology 8.35%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.04%
11,213
252
$51K 0.03%
1,000
-3,400
253
$51K 0.03%
1,726
254
$49K 0.03%
4,476
255
$45K 0.03%
5,000
-7,000
256
$41K 0.03%
7,547
257
$41K 0.03%
3,642
258
$40K 0.03%
1,915
259
$36K 0.02%
3,288
260
$30K 0.02%
200
-829
261
$29K 0.02%
57,821
262
$28K 0.02%
979
263
$26K 0.02%
3,146
264
$21K 0.01%
4,555
265
$18K 0.01%
100
-282
266
$16K 0.01%
358
267
$14K 0.01%
4,485
268
$13K 0.01%
387
269
$13K 0.01%
2,497
270
$13K 0.01%
6,456
271
$10K 0.01%
3,965
272
$9K 0.01%
+1,381
273
$7K ﹤0.01%
165
274
$6K ﹤0.01%
16,929
275
$3K ﹤0.01%
1,448
8 9 10
11
12