ECM

EMC Capital Management Portfolio holdings

AUM $225M
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$265K
3 +$233K
4
XYZ
Block Inc
XYZ
+$201K
5
LK
Luckin Coffee Inc. American Depositary Shares
LK
+$200K

Sector Composition

1 Consumer Discretionary 15.27%
2 Communication Services 12.48%
3 Financials 9.7%
4 Technology 7.9%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-12,066
327
-2,753