ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.43M
3
+$3.13M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.03M
5
F icon
Ford
F
+$1.72M

Top Sells

1
+$3.48M
2
+$3.13M
3
+$2.78M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.4M
5
ORCL icon
Oracle
ORCL
+$546K

Sector Composition

1 Financials 14.73%
2 Industrials 11.96%
3 Energy 11.03%
4 Healthcare 8.14%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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7 8 9
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