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
176
$155K 0.1%
4,220
177
$153K 0.1%
781
178
$152K 0.1%
2,907
179
$152K 0.1%
6,182
180
$151K 0.1%
3,700
181
$147K 0.1%
3,042
182
$147K 0.1%
4,596
183
$146K 0.1%
6,407
184
$144K 0.1%
10,606
185
$142K 0.09%
937
186
$142K 0.09%
1,320
187
$141K 0.09%
5,641
188
$140K 0.09%
6,572
189
$139K 0.09%
9,709
190
$138K 0.09%
4,184
191
$137K 0.09%
9,577
192
$135K 0.09%
8,100
193
$134K 0.09%
2,836
194
$134K 0.09%
2,694
195
$132K 0.09%
22,854
196
$129K 0.09%
5,349
197
$128K 0.09%
3,009
198
$127K 0.08%
5,598
199
$126K 0.08%
3,567
200
$124K 0.08%
4,116
6 7
8
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