ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.22M
3
+$1.69M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.33M

Top Sells

1
+$2.74M
2
+$2.58M
3
+$2.07M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.03M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.37M

Sector Composition

1 Financials 15.81%
2 Industrials 10.74%
3 Healthcare 8.93%
4 Energy 8.67%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+28
227
$3K ﹤0.01%
58
-101
228
$3K ﹤0.01%
172
229
$3K ﹤0.01%
+31
230
$3K ﹤0.01%
+28
231
$3K ﹤0.01%
+42
232
$3K ﹤0.01%
+39
233
$3K ﹤0.01%
+228
234
$3K ﹤0.01%
+38
235
$3K ﹤0.01%
+61
236
$3K ﹤0.01%
+54
237
$3K ﹤0.01%
+200
238
$3K ﹤0.01%
+98
239
$3K ﹤0.01%
+46
240
$3K ﹤0.01%
+64
241
$3K ﹤0.01%
+140
242
$3K ﹤0.01%
200
243
$3K ﹤0.01%
+58
244
$3K ﹤0.01%
+35
245
$3K ﹤0.01%
+14
246
$3K ﹤0.01%
+66
247
$3K ﹤0.01%
+88
248
$3K ﹤0.01%
+72
249
$3K ﹤0.01%
+15
250
$3K ﹤0.01%
+54
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