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ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Est. Return
14.6%
This Fund
S&P 500
This Quarter
Est. Return
+9.03%
1 Year Est. Return
+14.6%
3 Year Est. Return
+57.79%
5 Year Est. Return
+93.67%
10 Year Est. Return
+232.74%
AUM
$670M
AUM Growth
+$53.3M
(+8.7%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Financials | 8.38% |
| 3 | Healthcare | 5.77% |
| 4 | Consumer Discretionary | 5.75% |
| 5 | Industrials | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$2.95T
| $35.8M | 5.34% |
71,967
-572
| -0.8% | -$248K |
|
2
Vanguard Information Technology ETF
VGT
$140B
| $24.6M | 3.67% |
296,720
-2,512
| -0.8% | -$183K |
|
3
Amazon
AMZN
$2.74T
| $21.8M | 3.25% |
99,253
-182
| -0.2% | -$36K |
|
4
Alphabet (Google) Class A
GOOGL
$4.55T
| $20.5M | 3.06% |
116,505
-1,501
| -1% | -$246K |
|
5
WisdomTree Dynamic International Equity Fund
DDWM
$1.46B
| $17.5M | 2.61% |
441,635
-11,682
| -3% | -$446K |
|
6
Berkshire Hathaway Class B
BRK.B
$1.05T
| $14.9M | 2.23% |
30,692
-625
| -2% | -$317K |
|
7
Blackrock
BLK
$171B
| $12.8M | 1.92% |
12,231
-213
| -2% | -$201K |
|
8
Vanguard Financials ETF
VFH
$13.5B
| $12.7M | 1.9% |
100,023
-63
| -0.1% | -$7.51K |
|
9
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.23B
| $12.4M | 1.84% |
325,525
+16,356
| +5% | +$598K |
|
10
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
| $12.1M | 1.81% |
222,550
+16,636
| +8% | +$857K |
|
11
ServiceNow
NOW
$104B
| $11.6M | 1.74% |
56,540
-950
| -2% | -$179K |
|
12
KLA
KLAC
$291B
| $11.4M | 1.7% |
126,830
-3,850
| -3% | -$290K |
|
13
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.5B
| $11.2M | 1.68% |
19,852
-179
| -0.9% | -$96.1K |
|
14
Vanguard Health Care ETF
VHT
$18.2B
| $10.9M | 1.63% |
44,069
+3,718
| +9% | +$919K |
|
15
Salesforce
CRM
$139B
| $10.7M | 1.59% |
39,104
-797
| -2% | -$213K |
|
16
Vanguard Industrials ETF
VIS
$8.19B
| $9.95M | 1.48% |
35,523
+928
| +3% | +$240K |
|
17
Vanguard Consumer Discretionary ETF
VCR
$6.28B
| $9.95M | 1.48% |
27,449
+1,739
| +7% | +$590K |
|
18
iShares Core S&P Small-Cap ETF
IJR
$111B
| $9.69M | 1.45% |
88,647
-2,795
| -3% | -$289K |
|
19
JPMorgan Chase
JPM
$919B
| $9.5M | 1.42% |
32,762
-563
| -2% | -$144K |
|
20
Vanguard Communication Services ETF
VOX
$6B
| $8.6M | 1.28% |
50,313
-1,215
| -2% | -$187K |
|
21
Veeva Systems
VEEV
$32.1B
| $8.43M | 1.26% |
29,276
-337
| -1% | -$83.6K |
|
22
Emerson Electric
EMR
$77B
| $8.43M | 1.26% |
63,212
-1,273
| -2% | -$146K |
|
23
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
| $8.03M | 1.2% |
188,609
+17,889
| +10% | +$721K |
|
24
Monster Beverage
MNST
$97.4B
| $7.82M | 1.17% |
124,804
| – | – |
|
25
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
| $7.68M | 1.15% |
102,545
+6,995
| +7% | +$485K |
|
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