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
26
$514K 0.34%
4,034
27
$511K 0.34%
13,638
28
$510K 0.34%
4,697
29
$496K 0.33%
43,315
30
$496K 0.33%
8,105
31
$487K 0.33%
2,200
32
$482K 0.32%
13,609
33
$479K 0.32%
28,483
34
$474K 0.32%
4,120
35
$463K 0.31%
2,147
36
$459K 0.31%
28,631
37
$458K 0.31%
2,397
38
$452K 0.3%
6,386
39
$452K 0.3%
2,599
40
$443K 0.3%
20,707
41
$440K 0.29%
1,443
42
$439K 0.29%
3,000
43
$438K 0.29%
13,203
44
$418K 0.28%
8,651
45
$417K 0.28%
6,365
46
$413K 0.28%
14,480
47
$413K 0.28%
7,400
48
$410K 0.27%
8,164
49
$404K 0.27%
8,442
50
$389K 0.26%
6,388
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