ECM
ETrade Capital Management Portfolio holdings
AUM
$5.37B
1-Year Return
10.85%
This Quarter Return
+1.84%
1 Year Return
+10.85%
3 Year Return
+26.29%
5 Year Return
+59.04%
10 Year Return
–
AUM
$3.25B
AUM Growth
+$140M
(+4.5%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
54.2%
Holding
836
New
95
Increased
431
Reduced
246
Closed
64
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$13.2M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$12.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$7.28M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$7.07M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.67M |
Top Sells
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Healthcare | 4.66% |
| 3 | Financials | 4.48% |
| 4 | Consumer Discretionary | 2.99% |
| 5 | Industrials | 2.95% |